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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 | $106,762 | $198,457-46.2% | $170,435-37.4% | $147,586-27.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.27% | 257.30%-240.0pp | 205.94%-188.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,657 | $6,183-73.2% | $5,432-69.5% | $4,876-66.0% |
| Participant deferral / active EE | $1,768 | $5,629-68.6% | $4,939-64.2% | $5,439-67.5% |
| Admin fee / account holder | $1,194 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |