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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 | $26,770 | $97,732-72.6% | $83,831-68.1% | $135,380-80.2% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -8.19% | 1287.56%-1295.7pp | 850.99%-859.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $5,227 | $4,222+23.8% | $3,631+43.9% | $4,779+9.4% |
| Participant deferral / active EE | $715 | $4,683-84.7% | $4,082-82.5% | $5,609-87.3% |
| Admin fee / account holder | $5,770 | $6,675-13.6% | $5,479+5.3% | $10,828-46.7% |