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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 | $66,920 | $138,114-51.5% | $125,391-46.6% | $134,545-50.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.52% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,539 | $5,246-70.7% | $4,816-68.0% | $4,742-67.5% |
| Participant deferral / active EE | $1,753 | $7,801-77.5% | $7,448-76.5% | $6,401-72.6% |
| Admin fee / account holder | $7,674 | $11,570-33.7% | $10,009-23.3% | $11,431-32.9% |