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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 | $16,484 | $97,729-83.1% | $83,830-80.3% | $135,379-87.8% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -5.35% | 1287.52%-1292.9pp | 850.97%-856.3pp | 519.79%-525.1pp |
| Employer contribution / active EE | $10,380 | $4,222+145.9% | $3,631+185.9% | $4,779+117.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,292 | $6,674+9.3% | $5,479+33.1% | $10,828-32.7% |