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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 | $36,826 | $138,075-73.3% | $123,552-70.2% | $135,379-72.8% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -8.58% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,098 | $5,152-78.7% | $4,628-76.3% | $4,779-77.0% |
| Participant deferral / active EE | $1,703 | $6,800-75.0% | $6,426-73.5% | $5,609-69.6% |
| Admin fee / account holder | $1,471 | $10,917-86.5% | $9,285-84.2% | $10,828-86.4% |