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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 | $230,343 | $160,059+43.9% | $140,019+64.5% | $135,379+70.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.32% | 911.44%-912.8pp | 651.15%-652.5pp | 519.79%-521.1pp |
| Employer contribution / active EE | $15,000 | $6,420+133.7% | $5,605+167.6% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $298,771 | $13,328+2141.7% | $10,705+2690.9% | $10,828+2659.3% |