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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 | $111,396 | $97,732+14.0% | $83,831+32.9% | $135,380-17.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.51% | 1287.56%-1293.1pp | 850.99%-856.5pp | 519.81%-525.3pp |
| Employer contribution / active EE | $15,000 | $4,222+255.3% | $3,631+313.1% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $916 | $6,675-86.3% | $5,479-83.3% | $10,828-91.5% |