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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 | $119,936 | $150,442-20.3% | $136,295-12.0% | $147,585-18.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.51% | 1049.09%-1028.6pp | 5155.97%-5135.5pp | 578.56%-558.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,204 | $6,630-81.8% | $6,247-80.7% | $5,439-77.9% |
| Admin fee / account holder | $1,847 | $10,905-83.1% | $9,243-80.0% | $10,885-83.0% |