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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 | $61,003 | $106,549-42.7% | $91,225-33.1% | $134,509-54.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.08% | 160.73%-165.8pp | 114.10%-119.2pp | 418.13%-423.2pp |
| Employer contribution / active EE | $1,667 | $3,331-50.0% | $2,851-41.5% | $4,741-64.8% |
| Participant deferral / active EE | $633 | $4,719-86.6% | $4,234-85.0% | $6,400-90.1% |
| Admin fee / account holder | $4,132 | $6,234-33.7% | $5,422-23.8% | $11,427-63.8% |