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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 | $93,725 | $138,114-32.1% | $125,391-25.3% | $134,545-30.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.49% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $4,167 | $5,246-20.6% | $4,816-13.5% | $4,742-12.1% |
| Participant deferral / active EE | $1,731 | $7,801-77.8% | $7,448-76.8% | $6,401-73.0% |
| Admin fee / account holder | $4,169 | $11,570-64.0% | $10,009-58.3% | $11,431-63.5% |