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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 | $117,162 | $138,072-15.1% | $123,549-5.2% | $135,382-13.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.20% | 153.69%-156.9pp | 119.20%-122.4pp | 519.77%-523.0pp |
| Employer contribution / active EE | $1,003 | $5,152-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $225 | $6,799-96.7% | $6,426-96.5% | $5,609-96.0% |
| Admin fee / account holder | $12,832 | $10,917+17.5% | $9,284+38.2% | $10,829+18.5% |