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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 | $206,813 | $138,075+49.8% | $123,552+67.4% | $135,379+52.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.55% | 153.70%-155.2pp | 119.20%-120.8pp | 519.79%-521.3pp |
| Employer contribution / active EE | $8,261 | $5,152+60.3% | $4,628+78.5% | $4,779+72.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,531 | $10,917-40.2% | $9,285-29.7% | $10,828-39.7% |