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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 | $162,186 | $135,639+19.6% | $110,241+47.1% | $135,382+19.8% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -4.94% | 513.21%-518.2pp | 314.75%-319.7pp | 519.77%-524.7pp |
| Employer contribution / active EE | $1,416 | $4,907-71.1% | $3,827-63.0% | $4,779-70.4% |
| Participant deferral / active EE | $1,194 | $5,507-78.3% | $4,672-74.4% | $5,609-78.7% |
| Admin fee / account holder | $18,867 | $11,457+64.7% | $8,548+120.7% | $10,829+74.2% |