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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 | $49,549 | $138,114-64.1% | $125,391-60.5% | $134,545-63.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.35% | 750.88%-758.2pp | 572.41%-579.8pp | 418.37%-425.7pp |
| Employer contribution / active EE | $1,581 | $5,246-69.9% | $4,816-67.2% | $4,742-66.7% |
| Participant deferral / active EE | $2,389 | $7,801-69.4% | $7,448-67.9% | $6,401-62.7% |
| Admin fee / account holder | $8,724 | $11,570-24.6% | $10,009-12.8% | $11,431-23.7% |