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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 | $114,251 | $138,102-17.3% | $125,381-8.9% | $134,532-15.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.24% | 750.73%-754.0pp | 572.31%-575.5pp | 418.27%-421.5pp |
| Employer contribution / active EE | $10,221 | $5,245+94.9% | $4,815+112.3% | $4,741+115.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,001 | $11,568-91.3% | $10,007-90.0% | $11,429-91.2% |