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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 | $167,047 | $180,459-7.4% | $154,108+8.4% | $135,380+23.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.57% | 888.21%-890.8pp | 735.21%-737.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $24,864 | $6,035+312.0% | $5,298+369.4% | $4,779+420.3% |
| Participant deferral / active EE | $1,665 | $5,806-71.3% | $5,081-67.2% | $5,609-70.3% |
| Admin fee / account holder | $21,642 | $16,145+34.0% | $13,411+61.4% | $10,828+99.9% |