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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 | $31,949 | $160,059-80.0% | $140,019-77.2% | $135,380-76.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.49% | 911.48%-916.0pp | 651.17%-655.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,702 | $6,420-73.5% | $5,605-69.6% | $4,779-64.4% |
| Participant deferral / active EE | $1,895 | $7,641-75.2% | $6,927-72.6% | $5,609-66.2% |
| Admin fee / account holder | $6,112 | $13,328-54.1% | $10,705-42.9% | $10,828-43.6% |