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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 | $118,291 | $160,059-26.1% | $140,019-15.5% | $135,379-12.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -4.94% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $1,921 | $6,420-70.1% | $5,605-65.7% | $4,779-59.8% |
| Participant deferral / active EE | $2,316 | $7,641-69.7% | $6,927-66.6% | $5,609-58.7% |
| Admin fee / account holder | $14,871 | $13,328+11.6% | $10,705+38.9% | $10,828+37.3% |