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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 | $60,736 | $138,075-56.0% | $123,552-50.8% | $135,379-55.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.39% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $5,728 | $5,152+11.2% | $4,628+23.8% | $4,779+19.9% |
| Participant deferral / active EE | $2,200 | $6,800-67.6% | $6,426-65.8% | $5,609-60.8% |
| Admin fee / account holder | $543 | $10,917-95.0% | $9,285-94.1% | $10,828-95.0% |