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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 | $107,870 | $138,102-21.9% | $125,381-14.0% | $134,532-19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.73%-763.3pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $4,797 | $5,245-8.5% | $4,815-0.4% | $4,741+1.2% |
| Participant deferral / active EE | $2,441 | $7,801-68.7% | $7,448-67.2% | $6,401-61.9% |
| Admin fee / account holder | $11,223 | $11,568-3.0% | $10,007+12.2% | $11,429-1.8% |