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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 | $35,115 | $138,102-74.6% | $125,381-72.0% | $134,532-73.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.49% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,109 | $7,801-73.0% | $7,448-71.7% | $6,401-67.1% |
| Admin fee / account holder | $363 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |