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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 | $33,048 | $160,059-79.4% | $140,019-76.4% | $135,379-75.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -7.17% | 911.44%-918.6pp | 651.15%-658.3pp | 519.79%-527.0pp |
| Employer contribution / active EE | $11,637 | $6,420+81.3% | $5,605+107.6% | $4,779+143.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,222 | $13,328-90.8% | $10,705-88.6% | $10,828-88.7% |