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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 | $49,096 | $138,102-64.4% | $125,381-60.8% | $134,532-63.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.41% | 750.73%-764.1pp | 572.31%-585.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $3,508 | $5,245-33.1% | $4,815-27.2% | $4,741-26.0% |
| Participant deferral / active EE | $1,556 | $7,801-80.1% | $7,448-79.1% | $6,401-75.7% |
| Admin fee / account holder | $1,046 | $11,568-91.0% | $10,007-89.5% | $11,429-90.8% |