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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 | $169,237+44.2% | $129,339+88.7% | $145,978+67.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.77% | 14364.43%-14356.7pp | 9437.05%-9429.3pp | 550.52%-542.7pp |
| Employer contribution / active EE | $19,194 | $5,540+246.4% | $4,154+362.0% | $4,662+311.7% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,247 | $9,882-77.3% | $7,668-70.7% | $13,400-83.2% |