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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 | $35,807 | $138,072-74.1% | $123,549-71.0% | $135,382-73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.04% | 153.69%-158.7pp | 119.20%-124.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $12,846 | $5,152+149.4% | $4,628+177.6% | $4,779+168.8% |
| Participant deferral / active EE | $1,698 | $6,799-75.0% | $6,426-73.6% | $5,609-69.7% |
| Admin fee / account holder | $508 | $10,917-95.4% | $9,284-94.5% | $10,829-95.3% |