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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 | $185,154 | $168,635+9.8% | $147,617+25.4% | $125,389+47.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.23% | 77.65%-78.9pp | 61.98%-63.2pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $720 | $5,507-86.9% | $4,895-85.3% | $5,352-86.5% |
| Admin fee / account holder | $3,347 | $13,580-75.4% | $11,612-71.2% | $9,541-64.9% |