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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 | $33,050 | $160,059-79.4% | $140,019-76.4% | $135,380-75.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.79% | 911.48%-919.3pp | 651.17%-659.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,729 | $6,420-73.1% | $5,605-69.1% | $4,779-63.8% |
| Participant deferral / active EE | $1,188 | $7,641-84.5% | $6,927-82.8% | $5,609-78.8% |
| Admin fee / account holder | $587 | $13,328-95.6% | $10,705-94.5% | $10,828-94.6% |