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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 | $59,153 | $202,342-70.8% | $172,752-65.8% | $152,897-61.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.93% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $5,139 | $5,858-12.3% | $5,144-0.1% | $4,764+7.9% |
| Participant deferral / active EE | $1,570 | $5,948-73.6% | $5,198-69.8% | $5,851-73.2% |
| Admin fee / account holder | $1,084 | $17,111-93.7% | $13,955-92.2% | $11,599-90.7% |