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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 | $166,532 | $99,011+68.2% | $86,582+92.3% | $147,586+12.8% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 15.91% | 1312.75%-1296.8pp | 965.08%-949.2pp | 578.59%-562.7pp |
| Employer contribution / active EE | $7,869 | $3,132+151.2% | $2,839+177.1% | $4,876+61.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37,250 | $5,709+552.5% | $4,904+659.6% | $10,886+242.2% |