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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 | $225,190 | $175,257+28.5% | $149,717+50.4% | $139,456+61.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.08% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $3,750 | $5,477-31.5% | $4,820-22.2% | $4,753-21.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,970 | $16,156-56.9% | $13,213-47.2% | $11,407-38.9% |