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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 | $68,266 | $138,102-50.6% | $125,381-45.6% | $134,532-49.3% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.77% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,507 | $5,245-71.3% | $4,815-68.7% | $4,741-68.2% |
| Participant deferral / active EE | $1,040 | $7,801-86.7% | $7,448-86.0% | $6,401-83.8% |
| Admin fee / account holder | $393 | $11,568-96.6% | $10,007-96.1% | $11,429-96.6% |