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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 | $153,786 | $138,114+11.3% | $125,391+22.6% | $134,545+14.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.19% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,548 | $5,246-32.4% | $4,816-26.3% | $4,742-25.2% |
| Participant deferral / active EE | $2,435 | $7,801-68.8% | $7,448-67.3% | $6,401-62.0% |
| Admin fee / account holder | $1,433 | $11,570-87.6% | $10,009-85.7% | $11,431-87.5% |