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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 | $57,507 | $138,114-58.4% | $125,391-54.1% | $134,545-57.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.47% | 750.88%-763.4pp | 572.41%-584.9pp | 418.37%-430.8pp |
| Employer contribution / active EE | $5,222 | $5,246-0.5% | $4,816+8.4% | $4,742+10.1% |
| Participant deferral / active EE | $713 | $7,801-90.9% | $7,448-90.4% | $6,401-88.9% |
| Admin fee / account holder | $12,049 | $11,570+4.1% | $10,009+20.4% | $11,431+5.4% |