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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 | $137,826 | $197,819-30.3% | $155,789-11.5% | $125,389+9.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.54% | 86.73%-88.3pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $24,187 | $4,850+398.7% | $3,839+530.1% | $4,866+397.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,378 | $9,544-54.1% | $7,477-41.5% | $9,541-54.1% |