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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 | $103,409 | $97,729+5.8% | $83,830+23.4% | $135,379-23.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.39% | 1287.52%-1291.9pp | 850.97%-855.4pp | 519.79%-524.2pp |
| Employer contribution / active EE | $12,657 | $4,222+199.8% | $3,631+248.6% | $4,779+164.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,146 | $6,674+261.8% | $5,479+340.7% | $10,828+123.0% |