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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 | $145,471 | $138,102+5.3% | $125,381+16.0% | $134,532+8.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.90% | 750.73%-758.6pp | 572.31%-580.2pp | 418.27%-426.2pp |
| Employer contribution / active EE | $10,454 | $5,245+99.3% | $4,815+117.1% | $4,741+120.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,424 | $11,568+24.7% | $10,007+44.1% | $11,429+26.2% |