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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 | $89,848 | $97,732-8.1% | $83,831+7.2% | $135,380-33.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.92% | 1287.56%-1292.5pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,158 | $4,222-48.9% | $3,631-40.6% | $4,779-54.8% |
| Participant deferral / active EE | $912 | $4,683-80.5% | $4,082-77.6% | $5,609-83.7% |
| Admin fee / account holder | $1,310 | $6,675-80.4% | $5,479-76.1% | $10,828-87.9% |