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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 | $34,570 | $180,466-80.8% | $154,114-77.6% | $135,382-74.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.52% | 888.15%-879.6pp | 735.16%-726.6pp | 519.77%-511.2pp |
| Employer contribution / active EE | $1,401 | $6,035-76.8% | $5,298-73.6% | $4,779-70.7% |
| Participant deferral / active EE | $1,951 | $5,806-66.4% | $5,081-61.6% | $5,609-65.2% |
| Admin fee / account holder | $18,751 | $16,144+16.1% | $13,411+39.8% | $10,829+73.2% |