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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 | $103,424 | $138,114-25.1% | $125,391-17.5% | $134,545-23.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.66% | 750.88%-751.5pp | 572.41%-573.1pp | 418.37%-419.0pp |
| Employer contribution / active EE | $20,000 | $5,246+281.2% | $4,816+315.3% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,522 | $11,570-78.2% | $10,009-74.8% | $11,431-77.9% |