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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 | $71,080 | $135,645-47.6% | $110,243-35.5% | $135,379-47.5% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -5.27% | 513.24%-518.5pp | 314.76%-320.0pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,072 | $4,907-78.2% | $3,827-72.0% | $4,779-77.6% |
| Participant deferral / active EE | $1,221 | $5,507-77.8% | $4,672-73.9% | $5,609-78.2% |
| Admin fee / account holder | $1,818 | $11,458-84.1% | $8,548-78.7% | $10,828-83.2% |