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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 | $93,254 | $160,059-41.7% | $140,019-33.4% | $135,379-31.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.94% | 911.44%-914.4pp | 651.15%-654.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,194 | $6,420-65.8% | $5,605-60.9% | $4,779-54.1% |
| Participant deferral / active EE | $2,655 | $7,641-65.3% | $6,927-61.7% | $5,609-52.7% |
| Admin fee / account holder | $854 | $13,328-93.6% | $10,705-92.0% | $10,828-92.1% |