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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 | $182,162 | $180,466+0.9% | $154,114+18.2% | $135,382+34.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.78% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.6pp |
| Employer contribution / active EE | $2,843 | $6,035-52.9% | $5,298-46.3% | $4,779-40.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,136 | $16,144+6.1% | $13,411+27.8% | $10,829+58.2% |