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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 | $16,420 | $97,729-83.2% | $83,830-80.4% | $135,379-87.9% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -7.25% | 1287.52%-1294.8pp | 850.97%-858.2pp | 519.79%-527.0pp |
| Employer contribution / active EE | $4,869 | $4,222+15.3% | $3,631+34.1% | $4,779+1.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,708 | $6,674-74.4% | $5,479-68.8% | $10,828-84.2% |