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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 | $74,264 | $138,076-46.2% | $123,553-39.9% | $135,380-45.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.51% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $6,073 | $5,152+17.9% | $4,628+31.2% | $4,779+27.1% |
| Participant deferral / active EE | $1,255 | $6,800-81.5% | $6,426-80.5% | $5,609-77.6% |
| Admin fee / account holder | $8,461 | $10,917-22.5% | $9,284-8.9% | $10,828-21.9% |