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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 | $231,692 | $138,076+67.8% | $123,553+87.5% | $135,380+71.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.45% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $7,800 | $5,152+51.4% | $4,628+68.5% | $4,779+63.2% |
| Participant deferral / active EE | $1,440 | $6,800-78.8% | $6,426-77.6% | $5,609-74.3% |
| Admin fee / account holder | $12,150 | $10,917+11.3% | $9,284+30.9% | $10,828+12.2% |