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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 | $156,937 | $138,068+13.7% | $125,358+25.2% | $134,493+16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.62% | 750.30%-757.9pp | 572.03%-579.7pp | 418.01%-425.6pp |
| Employer contribution / active EE | $3,675 | $5,244-29.9% | $4,814-23.7% | $4,740-22.5% |
| Participant deferral / active EE | $832 | $7,799-89.3% | $7,447-88.8% | $6,400-87.0% |
| Admin fee / account holder | $1,292 | $11,568-88.8% | $10,007-87.1% | $11,425-88.7% |