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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 | $33,660 | $138,114-75.6% | $125,391-73.2% | $134,545-75.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.30% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $1,607 | $5,246-69.4% | $4,816-66.6% | $4,742-66.1% |
| Participant deferral / active EE | $2,435 | $7,801-68.8% | $7,448-67.3% | $6,401-62.0% |
| Admin fee / account holder | $1,601 | $11,570-86.2% | $10,009-84.0% | $11,431-86.0% |