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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 | $69,557 | $190,916-63.6% | $160,037-56.5% | $134,545-48.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.78% | 552.79%-569.6pp | 408.95%-425.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $22,850 | $4,996+357.4% | $4,226+440.7% | $4,742+381.9% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,381 | $10,497+27.5% | $8,716+53.5% | $11,431+17.1% |