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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 | $236,011 | $138,075+70.9% | $123,552+91.0% | $135,379+74.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.41% | 153.70%-157.1pp | 119.20%-122.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $4,185 | $5,152-18.8% | $4,628-9.6% | $4,779-12.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,624 | $10,917-66.8% | $9,285-61.0% | $10,828-66.5% |