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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 | $133,739 | $168,635-20.7% | $147,617-9.4% | $125,389+6.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.60% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $26,000 | $6,252+315.9% | $5,564+367.3% | $4,866+434.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,017 | $13,580-85.2% | $11,612-82.6% | $9,541-78.9% |