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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 | $166,648 | $180,455-7.7% | $154,111+8.1% | $135,377+23.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.05% | 888.14%-892.2pp | 735.15%-739.2pp | 519.75%-523.8pp |
| Employer contribution / active EE | $3,446 | $6,035-42.9% | $5,298-35.0% | $4,779-27.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,526 | $16,144-53.4% | $13,411-43.9% | $10,828-30.5% |