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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 | $57,621 | $92,684-37.8% | $82,706-30.3% | $134,509-57.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -18.26% | 945.84%-964.1pp | 701.76%-720.0pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,718 | $3,272+13.6% | $3,007+23.6% | $4,741-21.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,708 | $5,982-71.5% | $5,329-68.0% | $11,427-85.1% |