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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 | $28,490 | $99,668-71.4% | $86,451-67.0% | $134,545-78.8% |
| Participation rate | 76.9% | 82.1%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.90% | 6789.61%-6806.5pp | 4398.51%-4415.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,258 | $4,403-26.0% | $3,770-13.6% | $4,742-31.3% |
| Participant deferral / active EE | $673 | $7,249-90.7% | $6,953-90.3% | $6,401-89.5% |
| Admin fee / account holder | $2,330 | $8,377-72.2% | $6,734-65.4% | $11,431-79.6% |