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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 | $98,313 | $138,102-28.8% | $125,381-21.6% | $134,532-26.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.29% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,214 | $5,245-76.9% | $4,815-74.8% | $4,741-74.4% |
| Participant deferral / active EE | $2,216 | $7,801-71.6% | $7,448-70.2% | $6,401-65.4% |
| Admin fee / account holder | $774 | $11,568-93.3% | $10,007-92.3% | $11,429-93.2% |