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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 | $162,097 | $138,076+17.4% | $123,553+31.2% | $135,380+19.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.48% | 153.70%-155.2pp | 119.21%-120.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $10,191 | $5,152+97.8% | $4,628+120.2% | $4,779+113.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,495 | $10,917-13.0% | $9,284+2.3% | $10,828-12.3% |