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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 | $135,491 | $202,342-33.0% | $172,752-21.6% | $152,897-11.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.26% | 1029.83%-1004.6pp | 802.97%-777.7pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,008 | $5,858-65.7% | $5,144-61.0% | $4,764-57.8% |
| Participant deferral / active EE | $2,008 | $5,948-66.2% | $5,198-61.4% | $5,851-65.7% |
| Admin fee / account holder | $3,333 | $17,111-80.5% | $13,955-76.1% | $11,599-71.3% |