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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 | $97,248 | $138,114-29.6% | $125,391-22.4% | $134,545-27.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.16% | 750.88%-768.0pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,866 | $5,246-64.4% | $4,816-61.3% | $4,742-60.7% |
| Participant deferral / active EE | $625 | $7,801-92.0% | $7,448-91.6% | $6,401-90.2% |
| Admin fee / account holder | $1,513 | $11,570-86.9% | $10,009-84.9% | $11,431-86.8% |