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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 | $185,008 | $150,445+23.0% | $136,297+35.7% | $147,585+25.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.93% | 1049.14%-1033.2pp | 5156.16%-5140.2pp | 578.57%-562.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $796 | $6,631-88.0% | $6,247-87.3% | $5,439-85.4% |
| Admin fee / account holder | $10,399 | $10,906-4.6% | $9,244+12.5% | $10,885-4.5% |