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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 | $189,862 | $138,114+37.5% | $125,391+51.4% | $134,545+41.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.35% | 750.88%-761.2pp | 572.41%-582.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $15,552 | $5,246+196.5% | $4,816+222.9% | $4,742+228.0% |
| Participant deferral / active EE | -$994 | $7,801-112.7% | $7,448-113.3% | $6,401-115.5% |
| Admin fee / account holder | $2,886 | $11,570-75.1% | $10,009-71.2% | $11,431-74.7% |