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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 | $224,918 | $190,916+17.8% | $160,037+40.5% | $134,545+67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.14% | 552.79%-557.9pp | 408.95%-414.1pp | 418.37%-423.5pp |
| Employer contribution / active EE | $25,056 | $4,996+401.6% | $4,226+493.0% | $4,742+428.4% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,714 | $10,497+2.1% | $8,716+22.9% | $11,431-6.3% |