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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 | $82,713 | $97,732-15.4% | $83,831-1.3% | $135,380-38.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.57% | 1287.56%-1293.1pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,281 | $4,222-69.6% | $3,631-64.7% | $4,779-73.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $922 | $6,675-86.2% | $5,479-83.2% | $10,828-91.5% |