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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 | $35,938 | $138,102-74.0% | $125,381-71.3% | $134,532-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.40% | 750.73%-757.1pp | 572.31%-578.7pp | 418.27%-424.7pp |
| Employer contribution / active EE | $1,539 | $5,245-70.7% | $4,815-68.0% | $4,741-67.5% |
| Participant deferral / active EE | $1,250 | $7,801-84.0% | $7,448-83.2% | $6,401-80.5% |
| Admin fee / account holder | $1,304 | $11,568-88.7% | $10,007-87.0% | $11,429-88.6% |