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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 | $190,668 | $138,102+38.1% | $125,381+52.1% | $134,532+41.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.67% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $11,983 | $5,245+128.4% | $4,815+148.9% | $4,741+152.8% |
| Participant deferral / active EE | $1,692 | $7,801-78.3% | $7,448-77.3% | $6,401-73.6% |
| Admin fee / account holder | $5,915 | $11,568-48.9% | $10,007-40.9% | $11,429-48.2% |