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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 | $101,653+35.4% | $147,080-6.4% | $74,459+84.9% |
| Participation rate | 99.1% | 75.6%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 87.05% | 8754.98%-8667.9pp | 420.17%-333.1pp | 1369.70%-1282.6pp |
| Employer contribution / active EE | $8,457 | $3,813+121.8% | $4,933+71.4% | $2,626+222.1% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,405 | $1,752-19.8% | $12,989-89.2% | $1,945-27.8% |