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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 | $20,469 | $138,078-85.2% | $125,363-83.7% | $134,509-84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.79% | 750.49%-770.3pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $4,297 | $5,245-18.1% | $4,815-10.8% | $4,741-9.4% |
| Participant deferral / active EE | $1,915 | $7,800-75.5% | $7,447-74.3% | $6,400-70.1% |
| Admin fee / account holder | $360 | $11,566-96.9% | $10,005-96.4% | $11,427-96.9% |