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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 | $126,560 | $138,075-8.3% | $123,552+2.4% | $135,379-6.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.66% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.4pp |
| Employer contribution / active EE | $13,285 | $5,152+157.9% | $4,628+187.0% | $4,779+178.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,417 | $10,917-4.6% | $9,285+12.2% | $10,828-3.8% |