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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 | $70,177 | $99,668-29.6% | $86,451-18.8% | $134,545-47.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.83% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $6,027 | $4,403+36.9% | $3,770+59.9% | $4,742+27.1% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,777 | $8,377-43.0% | $6,734-29.1% | $11,431-58.2% |