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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 | $57,055 | $97,732-41.6% | $83,831-31.9% | $135,380-57.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.24% | 1287.56%-1293.8pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $5,974 | $4,222+41.5% | $3,631+64.5% | $4,779+25.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,424 | $6,675-78.7% | $5,479-74.0% | $10,828-86.8% |