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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 | $141,020 | $92,743+52.1% | $82,744+70.4% | $134,532+4.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.89% | 946.63%-956.5pp | 702.22%-712.1pp | 418.27%-428.2pp |
| Employer contribution / active EE | $867 | $3,273-73.5% | $3,008-71.2% | $4,741-81.7% |
| Participant deferral / active EE | $867 | $4,802-82.0% | $4,395-80.3% | $6,401-86.5% |
| Admin fee / account holder | $303 | $5,977-94.9% | $5,325-94.3% | $11,429-97.3% |