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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 | $209,665 | $180,462+16.2% | $154,111+36.0% | $135,379+54.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.00% | 888.17%-892.2pp | 735.18%-739.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $6,667 | $6,036+10.5% | $5,298+25.8% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,982 | $16,145-44.4% | $13,411-33.0% | $10,828-17.0% |