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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 | $68,765 | $150,446-54.3% | $136,297-49.5% | $147,585-53.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 21.14% | 1049.14%-1028.0pp | 5156.19%-5135.0pp | 578.58%-557.4pp |
| Employer contribution / active EE | $5,000 | $5,256-4.9% | $4,696+6.5% | $4,876+2.5% |
| Participant deferral / active EE | $257 | $6,631-96.1% | $6,247-95.9% | $5,439-95.3% |
| Admin fee / account holder | $382 | $10,906-96.5% | $9,244-95.9% | $10,886-96.5% |