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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 | $157,189 | $138,102+13.8% | $125,381+25.4% | $134,532+16.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.28% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $6,405 | $5,245+22.1% | $4,815+33.0% | $4,741+35.1% |
| Participant deferral / active EE | $765 | $7,801-90.2% | $7,448-89.7% | $6,401-88.1% |
| Admin fee / account holder | $1,444 | $11,568-87.5% | $10,007-85.6% | $11,429-87.4% |