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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 | $190,843-21.7% | $159,981-6.6% | $134,493+11.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.45% | 552.37%-567.8pp | 408.70%-424.2pp | 418.01%-433.5pp |
| Employer contribution / active EE | $11,006 | $4,993+120.4% | $4,224+160.5% | $4,740+132.2% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,701 | $10,475+154.9% | $8,700+206.9% | $11,425+133.7% |