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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 | $197,365 | $138,114+42.9% | $125,391+57.4% | $134,545+46.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.99% | 750.88%-753.9pp | 572.41%-575.4pp | 418.37%-421.4pp |
| Employer contribution / active EE | $1,574 | $5,246-70.0% | $4,816-67.3% | $4,742-66.8% |
| Participant deferral / active EE | $308 | $7,801-96.1% | $7,448-95.9% | $6,401-95.2% |
| Admin fee / account holder | $2,392 | $11,570-79.3% | $10,009-76.1% | $11,431-79.1% |