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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 | $134,202 | $150,446-10.8% | $136,297-1.5% | $147,585-9.1% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 12.48% | 1049.14%-1036.7pp | 5156.19%-5143.7pp | 578.58%-566.1pp |
| Employer contribution / active EE | $11,166 | $5,256+112.4% | $4,696+137.8% | $4,876+129.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,513 | $10,906-67.8% | $9,244-62.0% | $10,886-67.7% |