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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 | $126,459 | $138,102-8.4% | $125,381+0.9% | $134,532-6.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.50% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $10,341 | $5,245+97.1% | $4,815+114.7% | $4,741+118.1% |
| Participant deferral / active EE | $1,261 | $7,801-83.8% | $7,448-83.1% | $6,401-80.3% |
| Admin fee / account holder | $35,840 | $11,568+209.8% | $10,007+258.1% | $11,429+213.6% |