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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 | $63,729 | $138,114-53.9% | $125,391-49.2% | $134,545-52.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.53% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,211 | $5,246-76.9% | $4,816-74.9% | $4,742-74.5% |
| Participant deferral / active EE | $1,790 | $7,801-77.1% | $7,448-76.0% | $6,401-72.0% |
| Admin fee / account holder | $116,046 | $11,570+903.0% | $10,009+1059.5% | $11,431+915.2% |