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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 | $19,781 | $97,732-79.8% | $83,831-76.4% | $135,380-85.4% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -2.02% | 1287.56%-1289.6pp | 850.99%-853.0pp | 519.81%-521.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,179 | $4,683-74.8% | $4,082-71.1% | $5,609-79.0% |
| Admin fee / account holder | $5,363 | $6,675-19.7% | $5,479-2.1% | $10,828-50.5% |