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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 | $50,391 | $176,077-71.4% | $159,455-68.4% | $167,518-69.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.53% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $6,911 | $5,298+30.4% | $4,830+43.1% | $4,838+42.8% |
| Participant deferral / active EE | $2,564 | $7,751-66.9% | $7,353-65.1% | $6,342-59.6% |
| Admin fee / account holder | $686 | $12,556-94.5% | $10,800-93.6% | $12,312-94.4% |