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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 | $79,181 | $202,342-60.9% | $172,753-54.2% | $152,909-48.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.24% | 1029.88%-1015.6pp | 803.00%-788.8pp | 345.46%-331.2pp |
| Employer contribution / active EE | $3,706 | $5,857-36.7% | $5,144-28.0% | $4,764-22.2% |
| Participant deferral / active EE | $715 | $5,948-88.0% | $5,198-86.2% | $5,851-87.8% |
| Admin fee / account holder | $7,468 | $17,112-56.4% | $13,956-46.5% | $11,601-35.6% |