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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 | $240,278 | $56,197+327.6% | $67,652+255.2% | $59,633+302.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 19.62% | 18508.10%-18488.5pp | 6625.40%-6605.8pp | 2041.45%-2021.8pp |
| Employer contribution / active EE | $11,968 | $1,615+641.2% | $2,266+428.3% | $2,203+443.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $46,331 | $3,958+1070.6% | $4,821+861.1% | $4,297+978.2% |