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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 | $76,236 | $138,076-44.8% | $123,553-38.3% | $135,380-43.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.16% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $3,333 | $5,152-35.3% | $4,628-28.0% | $4,779-30.2% |
| Participant deferral / active EE | $217 | $6,800-96.8% | $6,426-96.6% | $5,609-96.1% |
| Admin fee / account holder | $3,694 | $10,917-66.2% | $9,284-60.2% | $10,828-65.9% |