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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 | $225,496 | $97,732+130.7% | $83,831+169.0% | $135,380+66.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.64% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $5,526 | $4,222+30.9% | $3,631+52.2% | $4,779+15.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,026 | $6,675+155.1% | $5,479+210.8% | $10,828+57.2% |