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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 | $40,080 | $160,059-75.0% | $140,019-71.4% | $135,379-70.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.81% | 911.44%-918.2pp | 651.15%-658.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $2,817 | $6,420-56.1% | $5,605-49.7% | $4,779-41.1% |
| Participant deferral / active EE | $1,395 | $7,641-81.7% | $6,927-79.9% | $5,609-75.1% |
| Admin fee / account holder | $1,604 | $13,328-88.0% | $10,705-85.0% | $10,828-85.2% |