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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 | $126,778 | $202,345-37.3% | $172,755-26.6% | $152,885-17.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.20% | 1029.77%-1009.6pp | 802.94%-782.7pp | 345.39%-325.2pp |
| Employer contribution / active EE | $6,000 | $5,858+2.4% | $5,144+16.6% | $4,763+26.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,670 | $17,111-84.4% | $13,955-80.9% | $11,598-77.0% |