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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 | $36,751 | $138,076-73.4% | $123,553-70.3% | $135,380-72.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.49% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $6,299 | $5,152+22.3% | $4,628+36.1% | $4,779+31.8% |
| Participant deferral / active EE | $1,390 | $6,800-79.6% | $6,426-78.4% | $5,609-75.2% |
| Admin fee / account holder | $2,804 | $10,917-74.3% | $9,284-69.8% | $10,828-74.1% |