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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 | $103,097 | $138,102-25.3% | $125,381-17.8% | $134,532-23.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.05% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,048 | $5,245-61.0% | $4,815-57.5% | $4,741-56.8% |
| Participant deferral / active EE | $2,179 | $7,801-72.1% | $7,448-70.7% | $6,401-66.0% |
| Admin fee / account holder | $2,476 | $11,568-78.6% | $10,007-75.3% | $11,429-78.3% |