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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 | $86,900 | $202,342-57.1% | $172,753-49.7% | $152,909-43.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.62% | 1029.88%-1008.3pp | 803.00%-781.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $9,166 | $5,857+56.5% | $5,144+78.2% | $4,764+92.4% |
| Participant deferral / active EE | $568 | $5,948-90.5% | $5,198-89.1% | $5,851-90.3% |
| Admin fee / account holder | $2,382 | $17,112-86.1% | $13,956-82.9% | $11,601-79.5% |