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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 | $133,292 | $180,466-26.1% | $154,114-13.5% | $135,382-1.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.74% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $6,153 | $6,035+1.9% | $5,298+16.1% | $4,779+28.8% |
| Participant deferral / active EE | $569 | $5,806-90.2% | $5,081-88.8% | $5,609-89.9% |
| Admin fee / account holder | $1,611 | $16,144-90.0% | $13,411-88.0% | $10,829-85.1% |