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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 | $92,392 | $202,342-54.3% | $172,752-46.5% | $152,897-39.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.10% | 1029.83%-1013.7pp | 802.97%-786.9pp | 345.43%-329.3pp |
| Employer contribution / active EE | $5,180 | $5,858-11.6% | $5,144+0.7% | $4,764+8.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $521 | $17,111-97.0% | $13,955-96.3% | $11,599-95.5% |