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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 | $144,428 | $202,342-28.6% | $172,753-16.4% | $152,909-5.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.94% | 1029.88%-1006.9pp | 803.00%-780.1pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,901 | $5,857-67.5% | $5,144-63.0% | $4,764-60.1% |
| Participant deferral / active EE | $2,077 | $5,948-65.1% | $5,198-60.0% | $5,851-64.5% |
| Admin fee / account holder | $10,981 | $17,112-35.8% | $13,956-21.3% | $11,601-5.3% |