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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 | $45,889 | $140,592-67.4% | $123,105-62.7% | $125,389-63.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 322.56% | 16.80%+305.8pp | 13.22%+309.3pp | 282.24%+40.3pp |
| Employer contribution / active EE | $2,083 | $6,041-65.5% | $5,151-59.6% | $4,866-57.2% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $873 | $11,198-92.2% | $9,014-90.3% | $9,541-90.8% |