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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 | $33,684 | $160,059-79.0% | $140,019-75.9% | $135,382-75.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.82% | 911.44%-914.3pp | 651.15%-654.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $1,631 | $6,420-74.6% | $5,605-70.9% | $4,779-65.9% |
| Participant deferral / active EE | $2,631 | $7,641-65.6% | $6,927-62.0% | $5,609-53.1% |
| Admin fee / account holder | $480 | $13,328-96.4% | $10,705-95.5% | $10,829-95.6% |