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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 | $70,084 | $97,732-28.3% | $83,831-16.4% | $135,380-48.2% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.94% | 1287.56%-1296.5pp | 850.99%-859.9pp | 519.81%-528.7pp |
| Employer contribution / active EE | $5,675 | $4,222+34.4% | $3,631+56.3% | $4,779+18.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,680 | $6,675-74.8% | $5,479-69.3% | $10,828-84.5% |