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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 | $247,985 | $138,078+79.6% | $125,363+97.8% | $134,509+84.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.70% | 750.49%-763.2pp | 572.15%-584.8pp | 418.13%-430.8pp |
| Employer contribution / active EE | $5,714 | $5,245+9.0% | $4,815+18.7% | $4,741+20.5% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,384 | $11,566+15.7% | $10,005+33.8% | $11,427+17.1% |