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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 | $177,337 | $160,059+10.8% | $140,019+26.7% | $135,379+31.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.27% | 911.44%-916.7pp | 651.15%-656.4pp | 519.79%-525.1pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,605-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $364 | $7,641-95.2% | $6,927-94.7% | $5,609-93.5% |
| Admin fee / account holder | $1,754 | $13,328-86.8% | $10,705-83.6% | $10,828-83.8% |