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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 | $30,960 | $168,636-81.6% | $147,618-79.0% | $125,388-75.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.75% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $6,226 | $6,252-0.4% | $5,565+11.9% | $4,866+27.9% |
| Participant deferral / active EE | $1,653 | $5,507-70.0% | $4,895-66.2% | $5,352-69.1% |
| Admin fee / account holder | $14,856 | $13,580+9.4% | $11,612+27.9% | $9,541+55.7% |