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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 | $185,090 | $150,446+23.0% | $136,297+35.8% | $147,585+25.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.11% | 1049.14%-1031.0pp | 5156.19%-5138.1pp | 578.58%-560.5pp |
| Employer contribution / active EE | $7,312 | $5,256+39.1% | $4,696+55.7% | $4,876+49.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,558 | $10,906-30.7% | $9,244-18.2% | $10,886-30.6% |