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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 | $46,419 | $138,078-66.4% | $125,363-63.0% | $134,509-65.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.06% | 750.49%-770.5pp | 572.15%-592.2pp | 418.13%-438.2pp |
| Employer contribution / active EE | $1,287 | $5,245-75.5% | $4,815-73.3% | $4,741-72.8% |
| Participant deferral / active EE | $1,563 | $7,800-80.0% | $7,447-79.0% | $6,400-75.6% |
| Admin fee / account holder | $670 | $11,566-94.2% | $10,005-93.3% | $11,427-94.1% |