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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 | $144,882 | $88,815+63.1% | $81,882+76.9% | $145,897-0.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.19% | 1033.75%-1016.6pp | 779.47%-762.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $390 | $3,086-87.4% | $2,916-86.6% | $4,663-91.6% |
| Participant deferral / active EE | $600 | $4,647-87.1% | $4,323-86.1% | $6,689-91.0% |
| Admin fee / account holder | $1,742 | $8,434-79.4% | $7,360-76.3% | $13,390-87.0% |