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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 | $159,849 | $138,072+15.8% | $123,549+29.4% | $135,382+18.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.15% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $20,732 | $5,152+302.4% | $4,628+348.0% | $4,779+333.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,597 | $10,917-76.2% | $9,284-72.0% | $10,829-76.0% |