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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 | $42,212 | $138,102-69.4% | $125,381-66.3% | $134,532-68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.45% | 750.73%-764.2pp | 572.31%-585.8pp | 418.27%-431.7pp |
| Employer contribution / active EE | $6,667 | $5,245+27.1% | $4,815+38.4% | $4,741+40.6% |
| Participant deferral / active EE | $1,062 | $7,801-86.4% | $7,448-85.7% | $6,401-83.4% |
| Admin fee / account holder | $43,810 | $11,568+278.7% | $10,007+337.8% | $11,429+283.3% |