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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 | $174,832 | $150,442+16.2% | $136,295+28.3% | $147,585+18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.30% | 1049.09%-1036.8pp | 5155.97%-5143.7pp | 578.56%-566.3pp |
| Employer contribution / active EE | $2,273 | $5,256-56.7% | $4,695-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,375 | $10,905-59.9% | $9,243-52.7% | $10,885-59.8% |