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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 | $244,075 | $169,161+44.3% | $129,295+88.8% | $145,959+67.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.77% | 14348.07%-14340.3pp | 9429.28%-9421.5pp | 561.95%-554.2pp |
| Employer contribution / active EE | $19,194 | $5,543+246.3% | $4,157+361.7% | $4,661+311.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,247 | $9,878-77.3% | $7,665-70.7% | $13,398-83.2% |