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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 | $31,564 | $209,422-84.9% | $178,503-82.3% | $158,982-80.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.74% | 188.81%-167.1pp | 151.12%-129.4pp | 302.99%-281.2pp |
| Employer contribution / active EE | $5,149 | $5,707-9.8% | $5,011+2.7% | $4,763+8.1% |
| Participant deferral / active EE | $1,979 | $5,955-66.8% | $5,202-62.0% | $5,983-66.9% |
| Admin fee / account holder | $536 | $17,079-96.9% | $13,987-96.2% | $11,252-95.2% |