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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 | $26,275 | $138,102-81.0% | $125,381-79.0% | $134,532-80.5% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -17.93% | 750.73%-768.7pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,752 | $5,245-66.6% | $4,815-63.6% | $4,741-63.0% |
| Participant deferral / active EE | $1,837 | $7,801-76.4% | $7,448-75.3% | $6,401-71.3% |
| Admin fee / account holder | $350 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |