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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 | $42,384 | $138,075-69.3% | $123,552-65.7% | $135,379-68.7% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -2.47% | 153.70%-156.2pp | 119.20%-121.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $655 | $6,800-90.4% | $6,426-89.8% | $5,609-88.3% |
| Admin fee / account holder | $1,215 | $10,917-88.9% | $9,285-86.9% | $10,828-88.8% |