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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 | $97,537 | $138,078-29.4% | $125,363-22.2% | $134,509-27.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.37% | 750.49%-765.9pp | 572.15%-587.5pp | 418.13%-433.5pp |
| Employer contribution / active EE | $11,432 | $5,245+118.0% | $4,815+137.4% | $4,741+141.2% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $712 | $11,566-93.8% | $10,005-92.9% | $11,427-93.8% |