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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 | $117,907 | $150,447-21.6% | $136,298-13.5% | $147,586-20.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 42.70% | 1049.15%-1006.5pp | 5156.27%-5113.6pp | 578.59%-535.9pp |
| Employer contribution / active EE | $7,511 | $5,256+42.9% | $4,696+60.0% | $4,876+54.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,809 | $10,906-37.6% | $9,244-26.3% | $10,886-37.5% |