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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 | $58,956 | $180,749-67.4% | $160,784-63.3% | $137,256-57.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.17% | 2234.46%-2217.3pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,000 | $4,155+20.3% | $3,733+33.9% | $4,156+20.3% |
| Participant deferral / active EE | $460 | $6,844-93.3% | $6,293-92.7% | $6,407-92.8% |
| Admin fee / account holder | $848 | $10,397-91.8% | $9,717-91.3% | $12,270-93.1% |