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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 | $154,095 | $150,447+2.4% | $136,298+13.1% | $147,586+4.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,020 | $5,256-80.6% | $4,696-78.3% | $4,876-79.1% |
| Participant deferral / active EE | $1,220 | $6,631-81.6% | $6,247-80.5% | $5,439-77.6% |
| Admin fee / account holder | $33,537 | $10,906+207.5% | $9,244+262.8% | $10,886+208.1% |