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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 | $29,324 | $138,114-78.8% | $125,391-76.6% | $134,545-78.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.16% | 750.88%-764.0pp | 572.41%-585.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,191 | $5,246-58.2% | $4,816-54.5% | $4,742-53.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $352 | $11,570-97.0% | $10,009-96.5% | $11,431-96.9% |