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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 | $118,464 | $134,509-11.9% | $59,712+98.4% | $134,509-11.9% |
| Participation rate | 93.3% | 81.2%+12.1pp | 93.3%0pp | 81.2%+12.1pp |
| Annual return | -17.56% | 418.13%-435.7pp | -24.66%+7.1pp | 418.13%-435.7pp |
| Employer contribution / active EE | $17,163 | $4,741+262.0% | $17,1630% | $4,741+262.0% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $0 | $6,400-100.0% |
| Admin fee / account holder | $23,601 | $11,427+106.5% | $14,565+62.0% | $11,427+106.5% |