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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 | $19,300 | $138,114-86.0% | $125,391-84.6% | $134,545-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,155 | $5,246-58.9% | $4,816-55.3% | $4,742-54.6% |
| Participant deferral / active EE | $2,442 | $7,801-68.7% | $7,448-67.2% | $6,401-61.9% |
| Admin fee / account holder | $308 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |