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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 | $50,403 | $202,342-75.1% | $172,752-70.8% | $152,897-67.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.93% | 1029.83%-1003.9pp | 802.97%-777.0pp | 345.43%-319.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,386 | $5,948-76.7% | $5,198-73.3% | $5,851-76.3% |
| Admin fee / account holder | $546 | $17,111-96.8% | $13,955-96.1% | $11,599-95.3% |