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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 | $202,966 | $180,462+12.5% | $154,111+31.7% | $135,379+49.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.23% | 888.17%-895.4pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $8,333 | $6,036+38.1% | $5,298+57.3% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,791 | $16,145-88.9% | $13,411-86.6% | $10,828-83.5% |