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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 | $35,738 | $138,102-74.1% | $125,381-71.5% | $134,532-73.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.04% | 750.73%-765.8pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $10,625 | $5,245+102.6% | $4,815+120.7% | $4,741+124.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $329 | $11,568-97.2% | $10,007-96.7% | $11,429-97.1% |