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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 | $118,756 | $171,867-30.9% | $149,716-20.7% | $147,585-19.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.40% | 2113.36%-2104.0pp | 1501.67%-1492.3pp | 578.58%-569.2pp |
| Employer contribution / active EE | $4,625 | $6,275-26.3% | $5,444-15.0% | $4,876-5.2% |
| Participant deferral / active EE | $1,671 | $7,270-77.0% | $6,568-74.6% | $5,439-69.3% |
| Admin fee / account holder | $44,547 | $13,799+222.8% | $11,282+294.8% | $10,886+309.2% |