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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 | $70,922 | $106,557-33.4% | $91,227-22.3% | $134,545-47.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -1.83% | 160.81%-162.6pp | 114.14%-116.0pp | 418.37%-420.2pp |
| Employer contribution / active EE | $10,184 | $3,332+205.6% | $2,851+257.2% | $4,742+114.8% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $355 | $6,235-94.3% | $5,423-93.5% | $11,431-96.9% |