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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 | $133,442 | $138,102-3.4% | $125,381+6.4% | $134,532-0.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.13% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,615 | $7,801-79.3% | $7,448-78.3% | $6,401-74.8% |
| Admin fee / account holder | $967 | $11,568-91.6% | $10,007-90.3% | $11,429-91.5% |