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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 | $39,775 | $180,459-78.0% | $154,108-74.2% | $135,380-70.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.02% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $7,500 | $6,035+24.3% | $5,298+41.6% | $4,779+56.9% |
| Participant deferral / active EE | $1,577 | $5,806-72.8% | $5,081-69.0% | $5,609-71.9% |
| Admin fee / account holder | $26,198 | $16,145+62.3% | $13,411+95.3% | $10,828+141.9% |