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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 | $17,796 | $138,114-87.1% | $125,391-85.8% | $134,545-86.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.03% | 750.88%-763.9pp | 572.41%-585.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $9,743 | $5,246+85.7% | $4,816+102.3% | $4,742+105.5% |
| Participant deferral / active EE | $1,628 | $7,801-79.1% | $7,448-78.1% | $6,401-74.6% |
| Admin fee / account holder | $1,102 | $11,570-90.5% | $10,009-89.0% | $11,431-90.4% |