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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 | $141,691 | $180,459-21.5% | $154,108-8.1% | $135,380+4.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.19% | 888.21%-891.4pp | 735.21%-738.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $19,172 | $6,035+217.7% | $5,298+261.9% | $4,779+301.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,963 | $16,145-63.1% | $13,411-55.5% | $10,828-44.9% |