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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 | $34,060 | $135,645-74.9% | $110,243-69.1% | $135,380-74.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.69% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,243 | $4,907-33.9% | $3,827-15.2% | $4,779-32.1% |
| Participant deferral / active EE | $1,405 | $5,507-74.5% | $4,672-69.9% | $5,609-75.0% |
| Admin fee / account holder | $24,282 | $11,458+111.9% | $8,548+184.1% | $10,828+124.2% |