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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 | $107,905 | $138,114-21.9% | $125,391-13.9% | $134,545-19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,271 | $5,246-75.8% | $4,816-73.6% | $4,742-73.2% |
| Participant deferral / active EE | $2,167 | $7,801-72.2% | $7,448-70.9% | $6,401-66.2% |
| Admin fee / account holder | $1,694 | $11,570-85.4% | $10,009-83.1% | $11,431-85.2% |