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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 | $189,381 | $138,078+37.2% | $125,363+51.1% | $134,509+40.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.67% | 750.49%-760.2pp | 572.15%-581.8pp | 418.13%-427.8pp |
| Employer contribution / active EE | $2,561 | $5,245-51.2% | $4,815-46.8% | $4,741-46.0% |
| Participant deferral / active EE | $2,241 | $7,800-71.3% | $7,447-69.9% | $6,400-65.0% |
| Admin fee / account holder | $17,582 | $11,566+52.0% | $10,005+75.7% | $11,427+53.9% |