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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 | $209,736 | $138,102+51.9% | $125,381+67.3% | $134,532+55.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.55% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,138 | $5,245-78.3% | $4,815-76.4% | $4,741-76.0% |
| Participant deferral / active EE | $2,308 | $7,801-70.4% | $7,448-69.0% | $6,401-63.9% |
| Admin fee / account holder | $1,301 | $11,568-88.8% | $10,007-87.0% | $11,429-88.6% |