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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 | $55,128 | $183,988-70.0% | $162,177-66.0% | $152,897-63.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.75% | 150.79%-129.0pp | 115.60%-93.9pp | 345.43%-323.7pp |
| Employer contribution / active EE | $5,000 | $6,370-21.5% | $5,613-10.9% | $4,764+5.0% |
| Participant deferral / active EE | $1,338 | $8,032-83.3% | $7,297-81.7% | $5,851-77.1% |
| Admin fee / account holder | $519 | $13,123-96.0% | $10,843-95.2% | $11,599-95.5% |