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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 | $55,007 | $133,981-58.9% | $112,249-51.0% | $134,532-59.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.55% | 47.16%-61.7pp | 27.48%-42.0pp | 418.27%-432.8pp |
| Employer contribution / active EE | $8,995 | $4,040+122.7% | $3,636+147.4% | $4,741+89.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,436 | $7,492-80.8% | $6,412-77.6% | $11,429-87.4% |