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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 | $247,286 | $150,446+64.4% | $136,297+81.4% | $147,585+67.6% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 14.33% | 1049.14%-1034.8pp | 5156.19%-5141.9pp | 578.58%-564.3pp |
| Employer contribution / active EE | $2,509 | $5,256-52.3% | $4,696-46.6% | $4,876-48.5% |
| Participant deferral / active EE | $1,875 | $6,631-71.7% | $6,247-70.0% | $5,439-65.5% |
| Admin fee / account holder | $6,692 | $10,906-38.6% | $9,244-27.6% | $10,886-38.5% |