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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 | $163,300 | $100,895+61.9% | $90,430+80.6% | $158,950+2.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 9.59% | 1725.54%-1716.0pp | 1293.73%-1284.1pp | 302.91%-293.3pp |
| Employer contribution / active EE | $15,767 | $3,689+327.4% | $3,262+383.4% | $4,762+231.1% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,057 | $6,505+39.2% | $5,613+61.4% | $11,248-19.5% |