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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 | $64,752 | $180,462-64.1% | $154,111-58.0% | $135,379-52.2% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -5.97% | 888.17%-894.1pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $445 | $5,806-92.3% | $5,081-91.2% | $5,609-92.1% |
| Admin fee / account holder | $7,613 | $16,145-52.8% | $13,411-43.2% | $10,828-29.7% |