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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 | $60,383 | $135,645-55.5% | $110,243-45.2% | $135,379-55.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.51% | 513.24%-518.7pp | 314.76%-320.3pp | 519.79%-525.3pp |
| Employer contribution / active EE | $8,218 | $4,907+67.5% | $3,827+114.8% | $4,779+72.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,234 | $11,458-80.5% | $8,548-73.9% | $10,828-79.4% |