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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 | $55,027 | $160,059-65.6% | $140,019-60.7% | $135,382-59.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.82% | 911.44%-918.3pp | 651.15%-658.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,716 | $7,641-77.5% | $6,927-75.2% | $5,609-69.4% |
| Admin fee / account holder | $984 | $13,328-92.6% | $10,705-90.8% | $10,829-90.9% |