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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 | $181,812 | $190,879-4.8% | $160,009+13.6% | $134,532+35.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.26% | 552.63%-564.9pp | 408.85%-421.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $1,608 | $4,995-67.8% | $4,225-62.0% | $4,741-66.1% |
| Participant deferral / active EE | $775 | $6,924-88.8% | $6,183-87.5% | $6,401-87.9% |
| Admin fee / account holder | $9,717 | $10,495-7.4% | $8,715+11.5% | $11,429-15.0% |