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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 | $40,674 | $180,459-77.5% | $154,108-73.6% | $135,380-70.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.72% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,867 | $6,035-69.1% | $5,298-64.8% | $4,779-60.9% |
| Participant deferral / active EE | $715 | $5,806-87.7% | $5,081-85.9% | $5,609-87.3% |
| Admin fee / account holder | $13,871 | $16,145-14.1% | $13,411+3.4% | $10,828+28.1% |