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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 | $120,156 | $226,105-46.9% | $182,540-34.2% | $152,897-21.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 27.90% | 192.58%-164.7pp | 148.58%-120.7pp | 345.43%-317.5pp |
| Employer contribution / active EE | $2,051 | $4,978-58.8% | $4,076-49.7% | $4,764-56.9% |
| Participant deferral / active EE | $658 | $6,370-89.7% | $5,525-88.1% | $5,851-88.7% |
| Admin fee / account holder | $765 | $10,706-92.9% | $8,593-91.1% | $11,599-93.4% |