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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 | $204,271 | $160,059+27.6% | $140,019+45.9% | $135,380+50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.10% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,910 | $6,420+23.2% | $5,605+41.1% | $4,779+65.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,282 | $13,328-90.4% | $10,705-88.0% | $10,828-88.2% |