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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 | $125,696 | $138,102-9.0% | $125,381+0.3% | $134,532-6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.76% | 750.73%-762.5pp | 572.31%-584.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $4,781 | $5,245-8.9% | $4,815-0.7% | $4,741+0.8% |
| Participant deferral / active EE | $1,598 | $7,801-79.5% | $7,448-78.5% | $6,401-75.0% |
| Admin fee / account holder | $5,019 | $11,568-56.6% | $10,007-49.8% | $11,429-56.1% |