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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 | $104,090 | $138,072-24.6% | $123,549-15.8% | $135,382-23.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $8,899 | $5,152+72.7% | $4,628+92.3% | $4,779+86.2% |
| Participant deferral / active EE | $1,676 | $6,799-75.3% | $6,426-73.9% | $5,609-70.1% |
| Admin fee / account holder | $965 | $10,917-91.2% | $9,284-89.6% | $10,829-91.1% |