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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 | $50,081 | $138,102-63.7% | $125,381-60.1% | $134,532-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $13,853 | $5,245+164.1% | $4,815+187.7% | $4,741+192.2% |
| Participant deferral / active EE | $1,680 | $7,801-78.5% | $7,448-77.4% | $6,401-73.8% |
| Admin fee / account holder | $727 | $11,568-93.7% | $10,007-92.7% | $11,429-93.6% |