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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 | $55,314 | $180,459-69.3% | $154,108-64.1% | $135,380-59.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.66% | 888.21%-893.9pp | 735.21%-740.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,030 | $6,035-66.4% | $5,298-61.7% | $4,779-57.5% |
| Participant deferral / active EE | $1,007 | $5,806-82.7% | $5,081-80.2% | $5,609-82.1% |
| Admin fee / account holder | $3,300 | $16,145-79.6% | $13,411-75.4% | $10,828-69.5% |