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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 | $163,227 | $75,832+115.2% | $147,617+10.6% | $59,633+173.7% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | -0.26% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $9,729 | $3,485+179.2% | $5,564+74.8% | $2,203+341.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,685 | $5,986-38.4% | $11,612-68.3% | $4,297-14.3% |