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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 | $130,054 | $138,076-5.8% | $123,553+5.3% | $135,380-3.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $5,279 | $5,152+2.5% | $4,628+14.1% | $4,779+10.5% |
| Participant deferral / active EE | $1,259 | $6,800-81.5% | $6,426-80.4% | $5,609-77.6% |
| Admin fee / account holder | $34,163 | $10,917+212.9% | $9,284+268.0% | $10,828+215.5% |