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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 | $92,595 | $171,867-46.1% | $149,721-38.2% | $147,586-37.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.25% | 2113.36%-2100.1pp | 1501.67%-1488.4pp | 578.59%-565.3pp |
| Employer contribution / active EE | $8,966 | $6,275+42.9% | $5,444+64.7% | $4,876+83.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $887 | $13,799-93.6% | $11,282-92.1% | $10,886-91.9% |