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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 | $107,814 | $90,606+19.0% | $79,466+35.7% | $135,379-20.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.39% | 977.69%-981.1pp | 718.28%-721.7pp | 519.79%-523.2pp |
| Employer contribution / active EE | $3,987 | $3,068+30.0% | $2,800+42.4% | $4,779-16.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,550 | $5,895-73.7% | $5,104-69.6% | $10,828-85.7% |