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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 | $61,233 | $180,466-66.1% | $154,114-60.3% | $135,382-54.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.88% | 888.15%-892.0pp | 735.16%-739.0pp | 519.77%-523.7pp |
| Employer contribution / active EE | $2,188 | $6,035-63.8% | $5,298-58.7% | $4,779-54.2% |
| Participant deferral / active EE | $1,650 | $5,806-71.6% | $5,081-67.5% | $5,609-70.6% |
| Admin fee / account holder | $12,818 | $16,144-20.6% | $13,411-4.4% | $10,829+18.4% |