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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 | $136,842 | $102,422+33.6% | $147,117-7.0% | $80,959+69.0% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 1266.42% | 135.16%+1131.3pp | 420.54%+845.9pp | 35.67%+1230.7pp |
| Employer contribution / active EE | $22,364 | $3,717+501.6% | $4,932+353.4% | $2,757+711.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $17,086 | $7,953+114.8% | $12,993+31.5% | $6,925+146.7% |