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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 | $48,114 | $138,102-65.2% | $125,381-61.6% | $134,532-64.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -19.46% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $3,765 | $5,245-28.2% | $4,815-21.8% | $4,741-20.6% |
| Participant deferral / active EE | $2,381 | $7,801-69.5% | $7,448-68.0% | $6,401-62.8% |
| Admin fee / account holder | $2,794 | $11,568-75.8% | $10,007-72.1% | $11,429-75.5% |