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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 | $179,370 | $138,114+29.9% | $125,391+43.0% | $134,545+33.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.96% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $15,574 | $5,246+196.9% | $4,816+223.4% | $4,742+228.5% |
| Participant deferral / active EE | $375 | $7,801-95.2% | $7,448-95.0% | $6,401-94.1% |
| Admin fee / account holder | $35,498 | $11,570+206.8% | $10,009+254.7% | $11,431+210.6% |