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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 | $45,318 | $202,342-77.6% | $172,752-73.8% | $152,897-70.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 26.43% | 1029.83%-1003.4pp | 802.97%-776.5pp | 345.43%-319.0pp |
| Employer contribution / active EE | $1,905 | $5,858-67.5% | $5,144-63.0% | $4,764-60.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $817 | $17,111-95.2% | $13,955-94.1% | $11,599-93.0% |