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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 | $100,805 | $180,462-44.1% | $154,111-34.6% | $135,379-25.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.57% | 888.17%-894.7pp | 735.18%-741.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $10,103 | $6,036+67.4% | $5,298+90.7% | $4,779+111.4% |
| Participant deferral / active EE | $1,935 | $5,806-66.7% | $5,081-61.9% | $5,609-65.5% |
| Admin fee / account holder | $1,267 | $16,145-92.2% | $13,411-90.6% | $10,828-88.3% |