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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 | $167,256 | $197,819-15.5% | $155,789+7.4% | $125,389+33.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.10% | 86.73%-85.6pp | 71.54%-70.4pp | 282.24%-281.1pp |
| Employer contribution / active EE | $8,571 | $4,850+76.7% | $3,839+123.3% | $4,866+76.1% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $8,229 | $9,544-13.8% | $7,477+10.1% | $9,541-13.7% |