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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 | $195,362 | $138,102+41.5% | $125,381+55.8% | $134,532+45.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.03% | 750.73%-765.8pp | 572.31%-587.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $10,167 | $5,245+93.8% | $4,815+111.1% | $4,741+114.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,486 | $11,568-61.2% | $10,007-55.2% | $11,429-60.7% |