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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 | $151,878 | $138,078+10.0% | $125,363+21.2% | $134,509+12.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.07% | 750.49%-755.6pp | 572.15%-577.2pp | 418.13%-423.2pp |
| Employer contribution / active EE | $10,000 | $5,245+90.7% | $4,815+107.7% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,833 | $11,566-66.9% | $10,005-61.7% | $11,427-66.5% |