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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 | $122,417 | $138,102-11.4% | $125,381-2.4% | $134,532-9.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.05% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,098 | $5,245+54.4% | $4,815+68.2% | $4,741+70.8% |
| Participant deferral / active EE | $1,724 | $7,801-77.9% | $7,448-76.9% | $6,401-73.1% |
| Admin fee / account holder | $1,545 | $11,568-86.6% | $10,007-84.6% | $11,429-86.5% |