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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 | $30,291 | $138,076-78.1% | $123,553-75.5% | $135,380-77.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.63% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,798 | $5,152-65.1% | $4,628-61.2% | $4,779-62.4% |
| Participant deferral / active EE | $2,186 | $6,800-67.8% | $6,426-66.0% | $5,609-61.0% |
| Admin fee / account holder | $2,438 | $10,917-77.7% | $9,284-73.7% | $10,828-77.5% |