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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 | $42,527 | $138,068-69.2% | $125,358-66.1% | $134,493-68.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.10% | 750.30%-767.4pp | 572.03%-589.1pp | 418.01%-435.1pp |
| Employer contribution / active EE | $15,461 | $5,244+194.8% | $4,814+221.2% | $4,740+226.2% |
| Participant deferral / active EE | $1,817 | $7,799-76.7% | $7,447-75.6% | $6,400-71.6% |
| Admin fee / account holder | $389 | $11,568-96.6% | $10,007-96.1% | $11,425-96.6% |