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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 | $52,581 | $138,075-61.9% | $123,552-57.4% | $135,379-61.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,506 | $5,152-70.8% | $4,628-67.4% | $4,779-68.5% |
| Participant deferral / active EE | $1,650 | $6,800-75.7% | $6,426-74.3% | $5,609-70.6% |
| Admin fee / account holder | $2,577 | $10,917-76.4% | $9,285-72.2% | $10,828-76.2% |