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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 | $231,561 | $160,059+44.7% | $140,019+65.4% | $135,379+71.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.21% | 911.44%-916.7pp | 651.15%-656.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,667 | $6,420-74.0% | $5,605-70.3% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $75,867 | $13,328+469.2% | $10,705+608.7% | $10,828+600.7% |