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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 | $162,612 | $138,102+17.7% | $125,381+29.7% | $134,532+20.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.42% | 750.73%-755.1pp | 572.31%-576.7pp | 418.27%-422.7pp |
| Employer contribution / active EE | $3,684 | $5,245-29.8% | $4,815-23.5% | $4,741-22.3% |
| Participant deferral / active EE | $777 | $7,801-90.0% | $7,448-89.6% | $6,401-87.9% |
| Admin fee / account holder | $5,723 | $11,568-50.5% | $10,007-42.8% | $11,429-49.9% |