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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 | $105,163 | $138,075-23.8% | $123,552-14.9% | $135,379-22.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.36% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $4,411 | $5,152-14.4% | $4,628-4.7% | $4,779-7.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,590 | $10,917-58.0% | $9,285-50.6% | $10,828-57.6% |