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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 | $68,377 | $160,059-57.3% | $140,019-51.2% | $135,380-49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.84% | 911.48%-918.3pp | 651.17%-658.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,311 | $6,420-48.4% | $5,605-40.9% | $4,779-30.7% |
| Participant deferral / active EE | $640 | $7,641-91.6% | $6,927-90.8% | $5,609-88.6% |
| Admin fee / account holder | $1,121 | $13,328-91.6% | $10,705-89.5% | $10,828-89.7% |