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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 | $175,568 | $138,114+27.1% | $125,391+40.0% | $134,545+30.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.45% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,413 | $5,246-54.0% | $4,816-49.9% | $4,742-49.1% |
| Participant deferral / active EE | $2,273 | $7,801-70.9% | $7,448-69.5% | $6,401-64.5% |
| Admin fee / account holder | $2,177 | $11,570-81.2% | $10,009-78.3% | $11,431-81.0% |