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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 | $58,962 | $97,732-39.7% | $83,831-29.7% | $135,380-56.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -4.93% | 1287.56%-1292.5pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,592 | $4,222+56.1% | $3,631+81.5% | $4,779+37.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,430 | $6,675+161.1% | $5,479+218.1% | $10,828+61.0% |