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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 | $70,166 | $82,678-15.1% | $125,391-44.0% | $68,490+2.4% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | 125.80% | -5.97%+131.8pp | 572.41%-446.6pp | -7.85%+133.7pp |
| Employer contribution / active EE | $1,779 | $3,382-47.4% | $4,816-63.1% | $2,597-31.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $544 | $6,277-91.3% | $10,009-94.6% | $5,403-89.9% |