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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 | $169,632 | $138,075+22.9% | $123,552+37.3% | $135,379+25.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,720 | $5,152-47.2% | $4,628-41.2% | $4,779-43.1% |
| Participant deferral / active EE | $200 | $6,800-97.1% | $6,426-96.9% | $5,609-96.4% |
| Admin fee / account holder | $2,502 | $10,917-77.1% | $9,285-73.1% | $10,828-76.9% |