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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 | $88,035 | $226,105-61.1% | $182,540-51.8% | $152,897-42.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.38% | 192.58%-175.2pp | 148.58%-131.2pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,370 | $4,978-72.5% | $4,076-66.4% | $4,764-71.2% |
| Participant deferral / active EE | $1,000 | $6,370-84.3% | $5,525-81.9% | $5,851-82.9% |
| Admin fee / account holder | $817 | $10,706-92.4% | $8,593-90.5% | $11,599-93.0% |