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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 | $19,500 | $138,102-85.9% | $125,381-84.4% | $134,532-85.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -20.09% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,521 | $5,245-71.0% | $4,815-68.4% | $4,741-67.9% |
| Participant deferral / active EE | $2,427 | $7,801-68.9% | $7,448-67.4% | $6,401-62.1% |
| Admin fee / account holder | $2,813 | $11,568-75.7% | $10,007-71.9% | $11,429-75.4% |