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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 | $73,154 | $138,114-47.0% | $125,391-41.7% | $134,545-45.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.96% | 750.88%-765.8pp | 572.41%-587.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $8,555 | $5,246+63.1% | $4,816+77.7% | $4,742+80.4% |
| Participant deferral / active EE | $2,370 | $7,801-69.6% | $7,448-68.2% | $6,401-63.0% |
| Admin fee / account holder | $22,772 | $11,570+96.8% | $10,009+127.5% | $11,431+99.2% |