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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 | $97,794 | $135,645-27.9% | $110,243-11.3% | $135,380-27.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.20% | 513.24%-517.4pp | 314.76%-319.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $3,846 | $4,907-21.6% | $3,827+0.5% | $4,779-19.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,900 | $11,458+3.9% | $8,548+39.2% | $10,828+9.9% |