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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 | $69,045 | $168,635-59.1% | $147,617-53.2% | $125,389-44.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.69% | 77.65%-80.3pp | 61.98%-64.7pp | 282.24%-284.9pp |
| Employer contribution / active EE | $16,500 | $6,252+163.9% | $5,564+196.5% | $4,866+239.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,266 | $13,580-83.3% | $11,612-80.5% | $9,541-76.3% |