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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 | $170,051 | $150,445+13.0% | $136,297+24.8% | $147,585+15.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.77% | 1049.14%-1038.4pp | 5156.16%-5145.4pp | 578.57%-567.8pp |
| Employer contribution / active EE | $5,011 | $5,256-4.7% | $4,696+6.7% | $4,876+2.8% |
| Participant deferral / active EE | $600 | $6,631-91.0% | $6,247-90.4% | $5,439-89.0% |
| Admin fee / account holder | $55,227 | $10,906+406.4% | $9,244+497.5% | $10,885+407.3% |