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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 | $132,436 | $180,749-26.7% | $160,784-17.6% | $137,256-3.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.56% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $23,988 | $4,155+477.3% | $3,733+542.6% | $4,156+477.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $751 | $10,397-92.8% | $9,717-92.3% | $12,270-93.9% |