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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 | $138,078+38.1% | $125,363+52.1% | $134,509+41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.67% | 750.49%-770.2pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $11,983 | $5,245+128.5% | $4,815+148.9% | $4,741+152.8% |
| Participant deferral / active EE | $1,692 | $7,800-78.3% | $7,447-77.3% | $6,400-73.6% |
| Admin fee / account holder | $5,915 | $11,566-48.9% | $10,005-40.9% | $11,427-48.2% |