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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 | $99,487 | $135,645-26.7% | $110,243-9.8% | $135,380-26.5% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -6.70% | 513.24%-519.9pp | 314.76%-321.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,353 | $4,907-52.0% | $3,827-38.5% | $4,779-50.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,065 | $11,458-3.4% | $8,548+29.5% | $10,828+2.2% |