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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 | $35,157 | $202,342-82.6% | $172,753-79.6% | $152,909-77.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 13.11% | 1029.88%-1016.8pp | 803.00%-789.9pp | 345.46%-332.4pp |
| Employer contribution / active EE | $2,940 | $5,857-49.8% | $5,144-42.9% | $4,764-38.3% |
| Participant deferral / active EE | $230 | $5,948-96.1% | $5,198-95.6% | $5,851-96.1% |
| Admin fee / account holder | $2,476 | $17,112-85.5% | $13,956-82.3% | $11,601-78.7% |