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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 | $106,317 | $90,607+17.3% | $79,467+33.8% | $135,380-21.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.47% | 977.74%-978.2pp | 718.30%-718.8pp | 519.81%-520.3pp |
| Employer contribution / active EE | $7,197 | $3,068+134.6% | $2,800+157.0% | $4,779+50.6% |
| Participant deferral / active EE | $105 | $4,050-97.4% | $3,704-97.2% | $5,609-98.1% |
| Admin fee / account holder | $42,186 | $5,895+615.6% | $5,104+726.5% | $10,828+289.6% |