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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 | $110,604 | $180,462-38.7% | $154,111-28.2% | $135,379-18.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.37% | 888.17%-896.5pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $7,866 | $6,036+30.3% | $5,298+48.5% | $4,779+64.6% |
| Participant deferral / active EE | $726 | $5,806-87.5% | $5,081-85.7% | $5,609-87.1% |
| Admin fee / account holder | $4,729 | $16,145-70.7% | $13,411-64.7% | $10,828-56.3% |