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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 | $25,750 | $190,879-86.5% | $160,009-83.9% | $134,532-80.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -14.37% | 552.63%-567.0pp | 408.85%-423.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $3,249 | $4,995-35.0% | $4,225-23.1% | $4,741-31.5% |
| Participant deferral / active EE | $322 | $6,924-95.4% | $6,183-94.8% | $6,401-95.0% |
| Admin fee / account holder | $979 | $10,495-90.7% | $8,715-88.8% | $11,429-91.4% |