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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 | $80,907 | $138,102-41.4% | $125,381-35.5% | $134,532-39.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.83% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,325 | $5,245-55.7% | $4,815-51.7% | $4,741-51.0% |
| Participant deferral / active EE | $2,134 | $7,801-72.6% | $7,448-71.3% | $6,401-66.7% |
| Admin fee / account holder | $552 | $11,568-95.2% | $10,007-94.5% | $11,429-95.2% |