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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 | $44,195 | $184,000-76.0% | $162,185-72.7% | $152,909-71.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.71% | 150.80%-132.1pp | 115.61%-96.9pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,259 | $6,370-64.5% | $5,613-59.8% | $4,764-52.6% |
| Participant deferral / active EE | $1,630 | $8,033-79.7% | $7,297-77.7% | $5,851-72.1% |
| Admin fee / account holder | $4,185 | $13,124-68.1% | $10,844-61.4% | $11,601-63.9% |