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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 | $30,733 | $160,059-80.8% | $140,019-78.1% | $135,382-77.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -4.27% | 911.44%-915.7pp | 651.15%-655.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,442 | $7,641-81.1% | $6,927-79.2% | $5,609-74.3% |
| Admin fee / account holder | $4,647 | $13,328-65.1% | $10,705-56.6% | $10,829-57.1% |