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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 | $217,465 | $183,988+18.2% | $162,177+34.1% | $152,897+42.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 66.25% | 150.79%-84.5pp | 115.60%-49.4pp | 345.43%-279.2pp |
| Employer contribution / active EE | $56,000 | $6,370+779.1% | $5,613+897.7% | $4,764+1075.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,257 | $13,123-52.3% | $10,843-42.3% | $11,599-46.1% |