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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 | $124,274 | $97,761+27.1% | $83,850+48.2% | $135,382-8.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.38% | 1287.44%-1292.8pp | 850.92%-856.3pp | 519.77%-525.2pp |
| Employer contribution / active EE | $5,682 | $4,222+34.6% | $3,631+56.5% | $4,779+18.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $624 | $6,674-90.6% | $5,478-88.6% | $10,829-94.2% |