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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 | $149,487 | $190,916-21.7% | $160,037-6.6% | $134,545+11.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.45% | 552.79%-568.2pp | 408.95%-424.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $11,006 | $4,996+120.3% | $4,226+160.4% | $4,742+132.1% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,701 | $10,497+154.4% | $8,716+206.3% | $11,431+133.6% |