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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 | $39,476 | $160,059-75.3% | $140,019-71.8% | $135,380-70.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -0.56% | 911.48%-912.0pp | 651.17%-651.7pp | 519.81%-520.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $528 | $7,641-93.1% | $6,927-92.4% | $5,609-90.6% |
| Admin fee / account holder | $4,907 | $13,328-63.2% | $10,705-54.2% | $10,828-54.7% |