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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 | $77,744 | $138,102-43.7% | $125,381-38.0% | $134,532-42.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.28% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $3,723 | $5,245-29.0% | $4,815-22.7% | $4,741-21.5% |
| Participant deferral / active EE | $1,736 | $7,801-77.7% | $7,448-76.7% | $6,401-72.9% |
| Admin fee / account holder | $977 | $11,568-91.6% | $10,007-90.2% | $11,429-91.5% |