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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 | $75,811 | $138,114-45.1% | $125,391-39.5% | $134,545-43.7% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.16% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,237 | $5,246-57.4% | $4,816-53.6% | $4,742-52.8% |
| Participant deferral / active EE | $1,732 | $7,801-77.8% | $7,448-76.7% | $6,401-72.9% |
| Admin fee / account holder | $619 | $11,570-94.7% | $10,009-93.8% | $11,431-94.6% |