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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 | $106,756 | $150,442-29.0% | $136,295-21.7% | $147,585-27.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 13.32% | 1049.09%-1035.8pp | 5155.97%-5142.7pp | 578.56%-565.2pp |
| Employer contribution / active EE | $1,358 | $5,256-74.2% | $4,695-71.1% | $4,876-72.2% |
| Participant deferral / active EE | $1,639 | $6,630-75.3% | $6,247-73.8% | $5,439-69.9% |
| Admin fee / account holder | $412 | $10,905-96.2% | $9,243-95.5% | $10,885-96.2% |