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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 | $138,886 | $180,459-23.0% | $154,108-9.9% | $135,380+2.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.01% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,669 | $6,035-72.3% | $5,298-68.5% | $4,779-65.1% |
| Participant deferral / active EE | $697 | $5,806-88.0% | $5,081-86.3% | $5,609-87.6% |
| Admin fee / account holder | $21,507 | $16,145+33.2% | $13,411+60.4% | $10,828+98.6% |