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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 | $31,895 | $138,114-76.9% | $125,391-74.6% | $134,545-76.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -16.97% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,167 | $5,246-77.7% | $4,816-75.8% | $4,742-75.4% |
| Participant deferral / active EE | $737 | $7,801-90.6% | $7,448-90.1% | $6,401-88.5% |
| Admin fee / account holder | $4,551 | $11,570-60.7% | $10,009-54.5% | $11,431-60.2% |