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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 | $137,644 | $101,672+35.4% | $147,117-6.4% | $74,478+84.8% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 87.05% | 8757.83%-8670.8pp | 420.54%-333.5pp | 1370.56%-1283.5pp |
| Employer contribution / active EE | $8,457 | $3,813+121.8% | $4,932+71.5% | $2,626+222.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,405 | $1,753-19.9% | $12,993-89.2% | $1,946-27.8% |