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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 | $222,898 | $138,076+61.4% | $123,553+80.4% | $135,380+64.6% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -4.77% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,763 | $6,800-74.1% | $6,426-72.6% | $5,609-68.6% |
| Admin fee / account holder | $7,828 | $10,917-28.3% | $9,284-15.7% | $10,828-27.7% |