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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 | $129,549 | $138,114-6.2% | $125,391+3.3% | $134,545-3.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -9.36% | 750.88%-760.2pp | 572.41%-581.8pp | 418.37%-427.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,924 | $7,801-75.3% | $7,448-74.2% | $6,401-69.9% |
| Admin fee / account holder | $1,145 | $11,570-90.1% | $10,009-88.6% | $11,431-90.0% |