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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 | $164,363 | $190,879-13.9% | $160,009+2.7% | $134,532+22.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.31% | 552.63%-569.9pp | 408.85%-426.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $10,586 | $4,995+111.9% | $4,225+150.5% | $4,741+123.3% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,614 | $10,495-75.1% | $8,715-70.0% | $11,429-77.1% |