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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 | $214,678 | $138,102+55.4% | $125,381+71.2% | $134,532+59.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.97% | 750.73%-759.7pp | 572.31%-581.3pp | 418.27%-427.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,926 | $7,801-75.3% | $7,448-74.1% | $6,401-69.9% |
| Admin fee / account holder | $1,573 | $11,568-86.4% | $10,007-84.3% | $11,429-86.2% |