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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 | $63,327 | $202,342-68.7% | $172,752-63.3% | $152,897-58.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.65% | 1029.83%-998.2pp | 802.97%-771.3pp | 345.43%-313.8pp |
| Employer contribution / active EE | $1,853 | $5,858-68.4% | $5,144-64.0% | $4,764-61.1% |
| Participant deferral / active EE | $1,954 | $5,948-67.1% | $5,198-62.4% | $5,851-66.6% |
| Admin fee / account holder | $3,109 | $17,111-81.8% | $13,955-77.7% | $11,599-73.2% |