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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 | $61,791 | $180,459-65.8% | $154,108-59.9% | $135,380-54.4% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -7.26% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,525 | $6,035-74.7% | $5,298-71.2% | $4,779-68.1% |
| Participant deferral / active EE | $1,528 | $5,806-73.7% | $5,081-69.9% | $5,609-72.8% |
| Admin fee / account holder | $1,070 | $16,145-93.4% | $13,411-92.0% | $10,828-90.1% |