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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 | $126,308 | $138,114-8.5% | $125,391+0.7% | $134,545-6.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.94% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $6,333 | $5,246+20.7% | $4,816+31.5% | $4,742+33.6% |
| Participant deferral / active EE | $2,441 | $7,801-68.7% | $7,448-67.2% | $6,401-61.9% |
| Admin fee / account holder | $4,631 | $11,570-60.0% | $10,009-53.7% | $11,431-59.5% |