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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 | $165,119 | $102,663+60.8% | $86,216+91.5% | $139,466+18.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.89% | 1924.52%-1903.6pp | 1169.42%-1148.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $3,867 | $3,035+27.4% | $2,382+62.4% | $4,754-18.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,002 | $8,663-76.9% | $6,853-70.8% | $11,409-82.4% |