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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 | $93,324 | $138,114-32.4% | $125,391-25.6% | $134,545-30.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.09% | 750.88%-767.0pp | 572.41%-588.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $22,633 | $5,246+331.4% | $4,816+370.0% | $4,742+377.3% |
| Participant deferral / active EE | $1,286 | $7,801-83.5% | $7,448-82.7% | $6,401-79.9% |
| Admin fee / account holder | $12,484 | $11,570+7.9% | $10,009+24.7% | $11,431+9.2% |