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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 | $23,320 | $138,114-83.1% | $125,391-81.4% | $134,545-82.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $4,566 | $5,246-13.0% | $4,816-5.2% | $4,742-3.7% |
| Participant deferral / active EE | $2,481 | $7,801-68.2% | $7,448-66.7% | $6,401-61.2% |
| Admin fee / account holder | $1,113 | $11,570-90.4% | $10,009-88.9% | $11,431-90.3% |