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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 | $175,581 | $109,905+59.8% | $98,506+78.2% | $167,553+4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.25% | 1960.20%-1943.9pp | 1494.92%-1478.7pp | 478.89%-462.6pp |
| Employer contribution / active EE | $41,836 | $3,226+1196.9% | $2,961+1312.8% | $4,840+764.4% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,883 | $6,760-13.0% | $5,955-1.2% | $12,316-52.2% |