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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 | $59,507 | $217,432-72.6% | $185,849-68.0% | $167,536-64.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.67% | 148.42%-136.8pp | 122.10%-110.4pp | 478.82%-467.1pp |
| Employer contribution / active EE | $3,365 | $5,875-42.7% | $5,169-34.9% | $4,839-30.5% |
| Participant deferral / active EE | $874 | $6,357-86.3% | $5,569-84.3% | $6,342-86.2% |
| Admin fee / account holder | $3,394 | $19,818-82.9% | $16,244-79.1% | $12,315-72.4% |