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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 | $70,320 | $202,342-65.2% | $172,753-59.3% | $152,909-54.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.12% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,180 | $5,857-62.8% | $5,144-57.6% | $4,764-54.2% |
| Participant deferral / active EE | $1,706 | $5,948-71.3% | $5,198-67.2% | $5,851-70.8% |
| Admin fee / account holder | $4,298 | $17,112-74.9% | $13,956-69.2% | $11,601-62.9% |