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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 | $67,278 | $138,078-51.3% | $125,363-46.3% | $134,509-50.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.66% | 750.49%-766.1pp | 572.15%-587.8pp | 418.13%-433.8pp |
| Employer contribution / active EE | $4,796 | $5,245-8.6% | $4,815-0.4% | $4,741+1.2% |
| Participant deferral / active EE | $573 | $7,800-92.7% | $7,447-92.3% | $6,400-91.1% |
| Admin fee / account holder | $23,863 | $11,566+106.3% | $10,005+138.5% | $11,427+108.8% |