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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 | $84,023 | $160,059-47.5% | $140,019-40.0% | $135,379-37.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.12% | 911.44%-915.6pp | 651.15%-655.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,793 | $6,420-56.5% | $5,605-50.2% | $4,779-41.6% |
| Participant deferral / active EE | $2,598 | $7,641-66.0% | $6,927-62.5% | $5,609-53.7% |
| Admin fee / account holder | $2,063 | $13,328-84.5% | $10,705-80.7% | $10,828-80.9% |