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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 | $19,474 | $97,732-80.1% | $83,831-76.8% | $135,380-85.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -8.95% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,631-60.7% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $392 | $6,675-94.1% | $5,479-92.8% | $10,828-96.4% |