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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 | $202,195 | $180,462+12.0% | $154,111+31.2% | $135,379+49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.38% | 888.17%-895.5pp | 735.18%-742.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $8,988 | $6,036+48.9% | $5,298+69.7% | $4,779+88.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $937 | $16,145-94.2% | $13,411-93.0% | $10,828-91.3% |