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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 | $232,528 | $160,059+45.3% | $140,019+66.1% | $135,380+71.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.48% | 911.48%-914.0pp | 651.17%-653.6pp | 519.81%-522.3pp |
| Employer contribution / active EE | $3,333 | $6,420-48.1% | $5,605-40.5% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,139 | $13,328+66.1% | $10,705+106.8% | $10,828+104.5% |