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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 | $141,854 | $138,102+2.7% | $125,381+13.1% | $134,532+5.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.41% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $6,344 | $5,245+20.9% | $4,815+31.8% | $4,741+33.8% |
| Participant deferral / active EE | $2,274 | $7,801-70.8% | $7,448-69.5% | $6,401-64.5% |
| Admin fee / account holder | $3,892 | $11,568-66.4% | $10,007-61.1% | $11,429-65.9% |