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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 | $160,247 | $169,361-5.4% | $129,397+23.8% | $145,877+9.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.48% | 14395.54%-14386.1pp | 9453.98%-9444.5pp | 551.28%-541.8pp |
| Employer contribution / active EE | $20,542 | $5,542+270.7% | $4,154+394.5% | $4,663+340.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,176 | $9,903-57.8% | $7,679-45.6% | $13,402-68.8% |