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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 | $72,716 | $202,345-64.1% | $172,755-57.9% | $152,885-52.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.50% | 1029.77%-1009.3pp | 802.94%-782.4pp | 345.39%-324.9pp |
| Employer contribution / active EE | $4,583 | $5,858-21.8% | $5,144-10.9% | $4,763-3.8% |
| Participant deferral / active EE | $383 | $5,948-93.6% | $5,198-92.6% | $5,851-93.4% |
| Admin fee / account holder | $476 | $17,111-97.2% | $13,955-96.6% | $11,598-95.9% |