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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 | $110,523 | $138,114-20.0% | $125,391-11.9% | $134,545-17.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.17% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $9,680 | $5,246+84.5% | $4,816+101.0% | $4,742+104.1% |
| Participant deferral / active EE | $2,478 | $7,801-68.2% | $7,448-66.7% | $6,401-61.3% |
| Admin fee / account holder | $385 | $11,570-96.7% | $10,009-96.1% | $11,431-96.6% |