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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 | $48,891 | $202,342-75.8% | $172,752-71.7% | $152,897-68.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.07% | 1029.83%-1014.8pp | 802.97%-787.9pp | 345.43%-330.4pp |
| Employer contribution / active EE | $2,547 | $5,858-56.5% | $5,144-50.5% | $4,764-46.5% |
| Participant deferral / active EE | $2,084 | $5,948-65.0% | $5,198-59.9% | $5,851-64.4% |
| Admin fee / account holder | $6,708 | $17,111-60.8% | $13,955-51.9% | $11,599-42.2% |