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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 | $211,754 | $150,447+40.8% | $136,298+55.4% | $147,586+43.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.93% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.7pp |
| Employer contribution / active EE | $4,500 | $5,256-14.4% | $4,696-4.2% | $4,876-7.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,609 | $10,906+15.6% | $9,244+36.4% | $10,886+15.8% |