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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 | $78,039 | $138,102-43.5% | $125,381-37.8% | $134,532-42.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.82% | 750.73%-766.5pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $4,756 | $5,245-9.3% | $4,815-1.2% | $4,741+0.3% |
| Participant deferral / active EE | $1,133 | $7,801-85.5% | $7,448-84.8% | $6,401-82.3% |
| Admin fee / account holder | $2,701 | $11,568-76.7% | $10,007-73.0% | $11,429-76.4% |