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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 | $47,274 | $180,462-73.8% | $154,111-69.3% | $135,379-65.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.23% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $3,220 | $6,036-46.7% | $5,298-39.2% | $4,779-32.6% |
| Participant deferral / active EE | $525 | $5,806-91.0% | $5,081-89.7% | $5,609-90.6% |
| Admin fee / account holder | $1,055 | $16,145-93.5% | $13,411-92.1% | $10,828-90.3% |