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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 | $226,828 | $138,102+64.2% | $125,381+80.9% | $134,532+68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.98% | 750.73%-759.7pp | 572.31%-581.3pp | 418.27%-427.3pp |
| Employer contribution / active EE | $2,514 | $5,245-52.1% | $4,815-47.8% | $4,741-47.0% |
| Participant deferral / active EE | $1,138 | $7,801-85.4% | $7,448-84.7% | $6,401-82.2% |
| Admin fee / account holder | $16,674 | $11,568+44.1% | $10,007+66.6% | $11,429+45.9% |