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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 | $31,450 | $202,342-84.5% | $172,753-81.8% | $152,909-79.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.93% | 1029.88%-1007.9pp | 803.00%-781.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,975 | $5,857-49.2% | $5,144-42.2% | $4,764-37.6% |
| Participant deferral / active EE | $1,450 | $5,948-75.6% | $5,198-72.1% | $5,851-75.2% |
| Admin fee / account holder | $20,921 | $17,112+22.3% | $13,956+49.9% | $11,601+80.3% |