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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 | $57,676 | $202,342-71.5% | $172,753-66.6% | $152,909-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.57% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,603 | $5,857-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $1,889 | $5,948-68.2% | $5,198-63.7% | $5,851-67.7% |
| Admin fee / account holder | $14,847 | $17,112-13.2% | $13,956+6.4% | $11,601+28.0% |