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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 | $119,859 | $135,645-11.6% | $110,243+8.7% | $135,379-11.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.18% | 513.24%-518.4pp | 314.76%-319.9pp | 519.79%-525.0pp |
| Employer contribution / active EE | $6,000 | $4,907+22.3% | $3,827+56.8% | $4,779+25.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,405 | $11,458-0.5% | $8,548+33.4% | $10,828+5.3% |