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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 | $46,997 | $160,059-70.6% | $140,019-66.4% | $135,380-65.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.20% | 911.48%-913.7pp | 651.17%-653.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $2,389 | $6,420-62.8% | $5,605-57.4% | $4,779-50.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,177 | $13,328-76.2% | $10,705-70.3% | $10,828-70.7% |