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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 | $159,445 | $138,102+15.5% | $125,381+27.2% | $134,532+18.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.35% | 750.73%-759.1pp | 572.31%-580.7pp | 418.27%-426.6pp |
| Employer contribution / active EE | $7,453 | $5,245+42.1% | $4,815+54.8% | $4,741+57.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $86,961 | $11,568+651.7% | $10,007+769.0% | $11,429+660.9% |