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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 | $21,404 | $138,114-84.5% | $125,391-82.9% | $134,545-84.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.37% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $5,213 | $5,246-0.6% | $4,816+8.2% | $4,742+9.9% |
| Participant deferral / active EE | $841 | $7,801-89.2% | $7,448-88.7% | $6,401-86.9% |
| Admin fee / account holder | $24,476 | $11,570+111.5% | $10,009+144.5% | $11,431+114.1% |