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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 | $72,234 | $138,072-47.7% | $123,549-41.5% | $135,382-46.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.38% | 153.69%-160.1pp | 119.20%-125.6pp | 519.77%-526.1pp |
| Employer contribution / active EE | $1,558 | $5,152-69.8% | $4,628-66.3% | $4,779-67.4% |
| Participant deferral / active EE | $1,714 | $6,799-74.8% | $6,426-73.3% | $5,609-69.4% |
| Admin fee / account holder | $7,473 | $10,917-31.5% | $9,284-19.5% | $10,829-31.0% |