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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 | $172,485 | $138,114+24.9% | $125,391+37.6% | $134,545+28.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.25% | 750.88%-757.1pp | 572.41%-578.7pp | 418.37%-424.6pp |
| Employer contribution / active EE | $3,252 | $5,246-38.0% | $4,816-32.5% | $4,742-31.4% |
| Participant deferral / active EE | $1,556 | $7,801-80.1% | $7,448-79.1% | $6,401-75.7% |
| Admin fee / account holder | $2,025 | $11,570-82.5% | $10,009-79.8% | $11,431-82.3% |