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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 | $49,488 | $160,059-69.1% | $140,019-64.7% | $135,380-63.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.55% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,308 | $6,420-48.5% | $5,605-41.0% | $4,779-30.8% |
| Participant deferral / active EE | $2,381 | $7,641-68.8% | $6,927-65.6% | $5,609-57.5% |
| Admin fee / account holder | $1,236 | $13,328-90.7% | $10,705-88.5% | $10,828-88.6% |