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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 | $178,060 | $138,078+29.0% | $125,363+42.0% | $134,509+32.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.36% | 750.49%-766.8pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $22,982 | $5,245+338.2% | $4,815+377.3% | $4,741+384.8% |
| Participant deferral / active EE | $1,200 | $7,800-84.6% | $7,447-83.9% | $6,400-81.3% |
| Admin fee / account holder | $3,271 | $11,566-71.7% | $10,005-67.3% | $11,427-71.4% |