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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 | $22,697 | $97,732-76.8% | $83,831-72.9% | $135,380-83.2% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -8.10% | 1287.56%-1295.7pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $4,214 | $4,222-0.2% | $3,631+16.0% | $4,779-11.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $632 | $6,675-90.5% | $5,479-88.5% | $10,828-94.2% |