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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 | $239,440 | $150,447+59.2% | $136,298+75.7% | $147,586+62.2% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 20.79% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $19,348 | $5,256+268.1% | $4,696+312.0% | $4,876+296.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $116,140 | $10,906+964.9% | $9,244+1156.4% | $10,886+966.9% |