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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 | $180,116 | $168,635+6.8% | $147,617+22.0% | $125,389+43.6% |
| Participation rate | 82.6% | 88.8%-6.2pp | 84.6%-2.0pp | 83.2%-0.6pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $12,480 | $6,252+99.6% | $5,564+124.3% | $4,866+156.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $39,751 | $13,580+192.7% | $11,612+242.3% | $9,541+316.6% |