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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 | $42,950 | $180,459-76.2% | $154,108-72.1% | $135,380-68.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -3.82% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,222 | $6,035-63.2% | $5,298-58.1% | $4,779-53.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,182 | $16,145-74.1% | $13,411-68.8% | $10,828-61.4% |