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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 | $118,412 | $88,596+33.7% | $70,098+68.9% | $134,509-12.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.98% | 442.67%-447.6pp | 190.76%-195.7pp | 418.13%-423.1pp |
| Employer contribution / active EE | $1,389 | $3,235-57.1% | $2,560-45.8% | $4,741-70.7% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,884 | $10,441-82.0% | $6,266-69.9% | $11,427-83.5% |