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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 | $42,597 | $99,644-57.3% | $86,438-50.7% | $134,532-68.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.5pp |
| Annual return | -15.04% | 6787.26%-6802.3pp | 4397.19%-4412.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,406 | $4,402-45.3% | $3,769-36.2% | $4,741-49.3% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $720 | $8,375-91.4% | $6,733-89.3% | $11,429-93.7% |