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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 | $128,391 | $209,888-38.8% | $189,545-32.3% | $167,553-23.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.23% | 748.66%-735.4pp | 555.36%-542.1pp | 478.89%-465.7pp |
| Employer contribution / active EE | $2,514 | $6,915-63.6% | $6,162-59.2% | $4,840-48.1% |
| Participant deferral / active EE | $2,637 | $8,934-70.5% | $8,220-67.9% | $6,343-58.4% |
| Admin fee / account holder | $20,330 | $14,300+42.2% | $12,049+68.7% | $12,316+65.1% |