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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 | $22,514 | $226,090-90.0% | $182,531-87.7% | $152,885-85.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 33.02% | 192.57%-159.6pp | 148.57%-115.6pp | 345.39%-312.4pp |
| Employer contribution / active EE | $2,475 | $4,978-50.3% | $4,075-39.3% | $4,763-48.0% |
| Participant deferral / active EE | $1,000 | $6,369-84.3% | $5,525-81.9% | $5,851-82.9% |
| Admin fee / account holder | $966 | $10,705-91.0% | $8,593-88.8% | $11,598-91.7% |