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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 | $190,315 | $180,466+5.5% | $154,114+23.5% | $135,382+40.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.01% | 888.15%-894.2pp | 735.16%-741.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $7,365 | $6,035+22.0% | $5,298+39.0% | $4,779+54.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,597 | $16,144-34.4% | $13,411-21.0% | $10,829-2.1% |