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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 | $73,140 | $97,732-25.2% | $83,831-12.8% | $135,380-46.0% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -0.46% | 1287.56%-1288.0pp | 850.99%-851.4pp | 519.81%-520.3pp |
| Employer contribution / active EE | $4,791 | $4,222+13.5% | $3,631+32.0% | $4,779+0.3% |
| Participant deferral / active EE | $1,139 | $4,683-75.7% | $4,082-72.1% | $5,609-79.7% |
| Admin fee / account holder | $358 | $6,675-94.6% | $5,479-93.5% | $10,828-96.7% |