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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 | $133,393 | $138,114-3.4% | $125,391+6.4% | $134,545-0.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -11.33% | 750.88%-762.2pp | 572.41%-583.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,721 | $7,801-77.9% | $7,448-76.9% | $6,401-73.1% |
| Admin fee / account holder | $46,495 | $11,570+301.9% | $10,009+364.6% | $11,431+306.8% |