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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 | $62,906 | $97,761-35.7% | $83,850-25.0% | $135,382-53.5% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.40% | 1287.44%-1295.8pp | 850.92%-859.3pp | 519.77%-528.2pp |
| Employer contribution / active EE | $4,571 | $4,222+8.3% | $3,631+25.9% | $4,779-4.3% |
| Participant deferral / active EE | $371 | $4,682-92.1% | $4,082-90.9% | $5,609-93.4% |
| Admin fee / account holder | $718 | $6,674-89.2% | $5,478-86.9% | $10,829-93.4% |