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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 | $207,441 | $171,867+20.7% | $149,716+38.6% | $147,585+40.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.33% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.58%-565.3pp |
| Employer contribution / active EE | $2,221 | $6,275-64.6% | $5,444-59.2% | $4,876-54.5% |
| Participant deferral / active EE | $1,644 | $7,270-77.4% | $6,568-75.0% | $5,439-69.8% |
| Admin fee / account holder | $342 | $13,799-97.5% | $11,282-97.0% | $10,886-96.9% |