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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 | $200,910 | $138,078+45.5% | $125,363+60.3% | $134,509+49.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.91% | 750.49%-762.4pp | 572.15%-584.1pp | 418.13%-430.0pp |
| Employer contribution / active EE | $8,997 | $5,245+71.5% | $4,815+86.9% | $4,741+89.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,332 | $11,566-53.9% | $10,005-46.7% | $11,427-53.3% |