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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 | $89,651 | $202,342-55.7% | $172,752-48.1% | $152,897-41.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.69% | 1029.83%-1015.1pp | 802.97%-788.3pp | 345.43%-330.7pp |
| Employer contribution / active EE | $7,007 | $5,858+19.6% | $5,144+36.2% | $4,764+47.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,749 | $17,111-89.8% | $13,955-87.5% | $11,599-84.9% |