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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 | $26,833 | $138,114-80.6% | $125,391-78.6% | $134,545-80.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,825 | $5,246-8.0% | $4,816+0.2% | $4,742+1.8% |
| Participant deferral / active EE | $1,813 | $7,801-76.8% | $7,448-75.7% | $6,401-71.7% |
| Admin fee / account holder | $489 | $11,570-95.8% | $10,009-95.1% | $11,431-95.7% |