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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 | $139,179 | $180,462-22.9% | $154,111-9.7% | $135,379+2.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -2.75% | 888.17%-890.9pp | 735.18%-737.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $6,182 | $6,036+2.4% | $5,298+16.7% | $4,779+29.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $303,400 | $16,145+1779.3% | $13,411+2162.3% | $10,828+2702.0% |