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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,124 | $138,102-49.2% | $125,381-44.1% | $134,532-47.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.60% | 750.73%-753.3pp | 572.31%-574.9pp | 418.27%-420.9pp |
| Employer contribution / active EE | $1,606 | $5,245-69.4% | $4,815-66.7% | $4,741-66.1% |
| Participant deferral / active EE | $1,098 | $7,801-85.9% | $7,448-85.3% | $6,401-82.8% |
| Admin fee / account holder | $2,897 | $11,568-75.0% | $10,007-71.0% | $11,429-74.6% |