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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 | $43,438 | $138,114-68.5% | $125,391-65.4% | $134,545-67.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.78% | 750.88%-759.7pp | 572.41%-581.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,187 | $7,801-84.8% | $7,448-84.1% | $6,401-81.5% |
| Admin fee / account holder | $6,132 | $11,570-47.0% | $10,009-38.7% | $11,431-46.4% |