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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 | $233,361 | $180,462+29.3% | $154,111+51.4% | $135,379+72.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.78% | 888.17%-896.0pp | 735.18%-743.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $23,096 | $6,036+282.7% | $5,298+335.9% | $4,779+383.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,115 | $16,145+18.4% | $13,411+42.5% | $10,828+76.5% |