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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 | $130,169 | $138,076-5.7% | $123,553+5.4% | $135,380-3.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,060 | $5,152-79.4% | $4,628-77.1% | $4,779-77.8% |
| Participant deferral / active EE | $1,300 | $6,800-80.9% | $6,426-79.8% | $5,609-76.8% |
| Admin fee / account holder | $16,683 | $10,917+52.8% | $9,284+79.7% | $10,828+54.1% |