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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 | $23,870 | $138,102-82.7% | $125,381-81.0% | $134,532-82.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.28% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,059 | $5,245-60.7% | $4,815-57.2% | $4,741-56.6% |
| Participant deferral / active EE | $2,059 | $7,801-73.6% | $7,448-72.3% | $6,401-67.8% |
| Admin fee / account holder | $1,148 | $11,568-90.1% | $10,007-88.5% | $11,429-90.0% |