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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 | $36,676 | $138,075-73.4% | $123,552-70.3% | $135,379-72.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.68% | 153.70%-154.4pp | 119.20%-119.9pp | 519.79%-520.5pp |
| Employer contribution / active EE | $18,775 | $5,152+264.4% | $4,628+305.7% | $4,779+292.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $496 | $10,917-95.5% | $9,285-94.7% | $10,828-95.4% |