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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 | $189,361 | $160,059+18.3% | $140,019+35.2% | $135,379+39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.50% | 911.44%-919.9pp | 651.15%-659.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $4,660 | $6,420-27.4% | $5,605-16.9% | $4,779-2.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $515 | $13,328-96.1% | $10,705-95.2% | $10,828-95.2% |