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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 | $148,635 | $138,068+7.7% | $125,358+18.6% | $134,493+10.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.27% | 750.30%-760.6pp | 572.03%-582.3pp | 418.01%-428.3pp |
| Employer contribution / active EE | $2,500 | $5,244-52.3% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,065 | $11,568-21.6% | $10,007-9.4% | $11,425-20.7% |