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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 | $44,379 | $180,462-75.4% | $154,111-71.2% | $135,379-67.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.18% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $6,536 | $6,036+8.3% | $5,298+23.4% | $4,779+36.8% |
| Participant deferral / active EE | $62 | $5,806-98.9% | $5,081-98.8% | $5,609-98.9% |
| Admin fee / account holder | $3,362 | $16,145-79.2% | $13,411-74.9% | $10,828-69.0% |