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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 | $186,286 | $180,459+3.2% | $154,108+20.9% | $135,380+37.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.55% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,620 | $6,035-56.6% | $5,298-50.5% | $4,779-45.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,430 | $16,145-54.0% | $13,411-44.6% | $10,828-31.4% |