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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 | $109,327 | $190,862-42.7% | $159,991-31.7% | $134,509-18.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.26% | 552.59%-569.8pp | 408.82%-426.1pp | 418.13%-435.4pp |
| Employer contribution / active EE | $9,502 | $4,995+90.2% | $4,225+124.9% | $4,741+100.4% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32,112 | $10,495+206.0% | $8,715+268.5% | $11,427+181.0% |