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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 | $66,502 | $180,466-63.2% | $154,114-56.8% | $135,382-50.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.67% | 888.15%-895.8pp | 735.16%-742.8pp | 519.77%-527.4pp |
| Employer contribution / active EE | $5,063 | $6,035-16.1% | $5,298-4.4% | $4,779+5.9% |
| Participant deferral / active EE | $726 | $5,806-87.5% | $5,081-85.7% | $5,609-87.0% |
| Admin fee / account holder | $4,004 | $16,144-75.2% | $13,411-70.1% | $10,829-63.0% |