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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 | $60,167 | $54,355+10.7% | $82,744-27.3% | $68,486-12.1% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | -18.03% | -13.67%-4.4pp | 702.22%-720.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,930 | $2,219-13.0% | $3,008-35.8% | $2,597-25.7% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,996 | $4,397-54.6% | $5,325-62.5% | $5,404-63.1% |