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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 | $191,071 | $138,102+38.4% | $125,381+52.4% | $134,532+42.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.10% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.4pp |
| Employer contribution / active EE | $8,041 | $5,245+53.3% | $4,815+67.0% | $4,741+69.6% |
| Participant deferral / active EE | $273 | $7,801-96.5% | $7,448-96.3% | $6,401-95.7% |
| Admin fee / account holder | $963 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |