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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 | $145,839 | $150,447-3.1% | $136,298+7.0% | $147,586-1.2% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 14.31% | 1049.15%-1034.8pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $5,783 | $5,256+10.0% | $4,696+23.2% | $4,876+18.6% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,313 | $10,906-51.3% | $9,244-42.5% | $10,886-51.2% |