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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 | $41,840 | $138,076-69.7% | $123,553-66.1% | $135,380-69.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.00% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,304 | $5,152-55.3% | $4,628-50.2% | $4,779-51.8% |
| Participant deferral / active EE | $2,134 | $6,800-68.6% | $6,426-66.8% | $5,609-62.0% |
| Admin fee / account holder | $16,383 | $10,917+50.1% | $9,284+76.5% | $10,828+51.3% |