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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 | $165,897 | $160,059+3.6% | $140,019+18.5% | $135,380+22.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.22% | 911.48%-919.7pp | 651.17%-659.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $19,581 | $6,420+205.0% | $5,605+249.3% | $4,779+309.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,055 | $13,328-84.6% | $10,705-80.8% | $10,828-81.0% |