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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 | $86,225 | $202,345-57.4% | $172,755-50.1% | $152,885-43.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 31.93% | 1029.77%-997.8pp | 802.94%-771.0pp | 345.39%-313.5pp |
| Employer contribution / active EE | $2,869 | $5,858-51.0% | $5,144-44.2% | $4,763-39.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $412 | $17,111-97.6% | $13,955-97.0% | $11,598-96.4% |