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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 | $67,281 | $147,727-54.5% | $115,756-41.9% | $134,545-50.0% |
| Participation rate | 77.8% | 80.4%-2.7pp | 77.1%+0.7pp | 81.2%-3.5pp |
| Annual return | -13.18% | 73.96%-87.1pp | 143.14%-156.3pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,517 | $4,713-67.8% | $3,793-60.0% | $4,742-68.0% |
| Participant deferral / active EE | $1,747 | $7,563-76.9% | $6,254-72.1% | $6,401-72.7% |
| Admin fee / account holder | $18,791 | $14,571+29.0% | $8,124+131.3% | $11,431+64.4% |