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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 | $165,213 | $138,102+19.6% | $125,381+31.8% | $134,532+22.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.06% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $14,420 | $5,245+174.9% | $4,815+199.5% | $4,741+204.1% |
| Participant deferral / active EE | $513 | $7,801-93.4% | $7,448-93.1% | $6,401-92.0% |
| Admin fee / account holder | $2,670 | $11,568-76.9% | $10,007-73.3% | $11,429-76.6% |