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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 | $135,419 | $150,447-10.0% | $136,298-0.6% | $147,586-8.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.93% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,126 | $5,256-40.5% | $4,696-33.4% | $4,876-35.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $73,132 | $10,906+570.6% | $9,244+691.1% | $10,886+571.8% |