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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 | $153,276 | $138,102+11.0% | $125,381+22.2% | $134,532+13.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.73%-767.3pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $12,123 | $5,245+131.1% | $4,815+151.8% | $4,741+155.7% |
| Participant deferral / active EE | $1,206 | $7,801-84.5% | $7,448-83.8% | $6,401-81.2% |
| Admin fee / account holder | $11,724 | $11,568+1.3% | $10,007+17.2% | $11,429+2.6% |