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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 | $116,691 | $138,102-15.5% | $125,381-6.9% | $134,532-13.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.51% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $1,429 | $5,245-72.8% | $4,815-70.3% | $4,741-69.9% |
| Participant deferral / active EE | $2,146 | $7,801-72.5% | $7,448-71.2% | $6,401-66.5% |
| Admin fee / account holder | $11,287 | $11,568-2.4% | $10,007+12.8% | $11,429-1.2% |