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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 | $118,060 | $209,847-43.7% | $189,520-37.7% | $167,518-29.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.84% | 748.45%-735.6pp | 555.25%-542.4pp | 478.71%-465.9pp |
| Employer contribution / active EE | $1,703 | $6,913-75.4% | $6,161-72.4% | $4,838-64.8% |
| Participant deferral / active EE | $3,293 | $8,934-63.1% | $8,220-59.9% | $6,342-48.1% |
| Admin fee / account holder | $598 | $14,295-95.8% | $12,046-95.0% | $12,312-95.1% |