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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 | $40,786 | $138,114-70.5% | $125,391-67.5% | $134,545-69.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.03% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,854 | $7,801-76.2% | $7,448-75.1% | $6,401-71.0% |
| Admin fee / account holder | $17,715 | $11,570+53.1% | $10,009+77.0% | $11,431+55.0% |