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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 | $241,230 | $138,075+74.7% | $123,552+95.2% | $135,379+78.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.87% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $6,394 | $5,152+24.1% | $4,628+38.2% | $4,779+33.8% |
| Participant deferral / active EE | $130 | $6,800-98.1% | $6,426-98.0% | $5,609-97.7% |
| Admin fee / account holder | $134,561 | $10,917+1132.6% | $9,285+1349.3% | $10,828+1142.7% |