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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 | $79,194 | $138,102-42.7% | $125,381-36.8% | $134,532-41.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -10.56% | 750.73%-761.3pp | 572.31%-582.9pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,400 | $7,801-69.2% | $7,448-67.8% | $6,401-62.5% |
| Admin fee / account holder | $2,175 | $11,568-81.2% | $10,007-78.3% | $11,429-81.0% |