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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 | $111,020 | $138,102-19.6% | $125,381-11.5% | $134,532-17.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.22% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,867 | $5,245-64.4% | $4,815-61.2% | $4,741-60.6% |
| Participant deferral / active EE | $1,907 | $7,801-75.5% | $7,448-74.4% | $6,401-70.2% |
| Admin fee / account holder | $5,450 | $11,568-52.9% | $10,007-45.5% | $11,429-52.3% |