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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 | $218,205 | $169,361+28.8% | $129,397+68.6% | $145,877+49.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.54% | 14395.54%-14383.0pp | 9453.98%-9441.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $6,750 | $5,542+21.8% | $4,154+62.5% | $4,663+44.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $608 | $9,903-93.9% | $7,679-92.1% | $13,402-95.5% |