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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 | $24,001 | $138,072-82.6% | $123,549-80.6% | $135,382-82.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.30% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $516 | $6,799-92.4% | $6,426-92.0% | $5,609-90.8% |
| Admin fee / account holder | $3,244 | $10,917-70.3% | $9,284-65.1% | $10,829-70.0% |