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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 | $112,225 | $209,422-46.4% | $178,503-37.1% | $158,982-29.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.48% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,215 | $5,707-78.7% | $5,011-75.8% | $4,763-74.5% |
| Participant deferral / active EE | $880 | $5,955-85.2% | $5,202-83.1% | $5,983-85.3% |
| Admin fee / account holder | $3,527 | $17,079-79.3% | $13,987-74.8% | $11,252-68.7% |