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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 | $61,664 | $202,345-69.5% | $172,755-64.3% | $152,885-59.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.11% | 1029.77%-1011.7pp | 802.94%-784.8pp | 345.39%-327.3pp |
| Employer contribution / active EE | $2,412 | $5,858-58.8% | $5,144-53.1% | $4,763-49.4% |
| Participant deferral / active EE | $1,826 | $5,948-69.3% | $5,198-64.9% | $5,851-68.8% |
| Admin fee / account holder | $610 | $17,111-96.4% | $13,955-95.6% | $11,598-94.7% |