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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 | $119,236 | $138,072-13.6% | $123,549-3.5% | $135,382-11.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.61% | 153.69%-156.3pp | 119.20%-121.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $11,699 | $5,152+127.1% | $4,628+152.8% | $4,779+144.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,300 | $10,917-88.1% | $9,284-86.0% | $10,829-88.0% |