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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 | $124,592 | $150,447-17.2% | $136,298-8.6% | $147,586-15.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1049.15%-1034.1pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $7,727 | $5,256+47.0% | $4,696+64.6% | $4,876+58.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $305 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |