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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 | $68,957 | $138,078-50.1% | $125,363-45.0% | $134,509-48.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.94% | 750.49%-756.4pp | 572.15%-578.1pp | 418.13%-424.1pp |
| Employer contribution / active EE | $2,665 | $5,245-49.2% | $4,815-44.7% | $4,741-43.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $114,083 | $11,566+886.4% | $10,005+1040.2% | $11,427+898.4% |