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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 | $142,495 | $138,114+3.2% | $125,391+13.6% | $134,545+5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.07% | 750.88%-756.0pp | 572.41%-577.5pp | 418.37%-423.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $168 | $7,801-97.8% | $7,448-97.7% | $6,401-97.4% |
| Admin fee / account holder | $6,460 | $11,570-44.2% | $10,009-35.5% | $11,431-43.5% |