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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 | $204,228 | $135,645+50.6% | $110,243+85.3% | $135,380+50.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.58% | 513.24%-516.8pp | 314.76%-318.3pp | 519.81%-523.4pp |
| Employer contribution / active EE | $10,000 | $4,907+103.8% | $3,827+161.3% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,667 | $11,458-85.5% | $8,548-80.5% | $10,828-84.6% |