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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 | $102,025 | $138,102-26.1% | $125,381-18.6% | $134,532-24.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.07% | 750.73%-760.8pp | 572.31%-582.4pp | 418.27%-428.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $100 | $7,801-98.7% | $7,448-98.7% | $6,401-98.4% |
| Admin fee / account holder | $27,678 | $11,568+139.3% | $10,007+176.6% | $11,429+142.2% |