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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 | $191,702 | $150,446+27.4% | $136,297+40.6% | $147,585+29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1049.14%-1035.5pp | 5156.19%-5142.5pp | 578.58%-564.9pp |
| Employer contribution / active EE | $31,727 | $5,256+503.6% | $4,696+575.7% | $4,876+550.6% |
| Participant deferral / active EE | $1,469 | $6,631-77.9% | $6,247-76.5% | $5,439-73.0% |
| Admin fee / account holder | $845 | $10,906-92.3% | $9,244-90.9% | $10,886-92.2% |