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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 | $129,245 | $171,865-24.8% | $149,718-13.7% | $147,585-12.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.61% | 2113.29%-2096.7pp | 1501.67%-1485.1pp | 578.56%-562.0pp |
| Employer contribution / active EE | $5,507 | $6,275-12.2% | $5,445+1.1% | $4,876+12.9% |
| Participant deferral / active EE | $1,321 | $7,270-81.8% | $6,569-79.9% | $5,439-75.7% |
| Admin fee / account holder | $814 | $13,799-94.1% | $11,283-92.8% | $10,885-92.5% |