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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 | $116,708 | $171,867-32.1% | $149,721-22.0% | $147,586-20.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.12% | 2113.36%-2099.2pp | 1501.67%-1487.6pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,041 | $6,275-67.5% | $5,444-62.5% | $4,876-58.1% |
| Participant deferral / active EE | $1,368 | $7,270-81.2% | $6,568-79.2% | $5,439-74.9% |
| Admin fee / account holder | $1,660 | $13,799-88.0% | $11,282-85.3% | $10,886-84.7% |