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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 | $69,707 | $183,988-62.1% | $162,177-57.0% | $152,897-54.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.91% | 150.79%-127.9pp | 115.60%-92.7pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,506 | $6,370-76.4% | $5,613-73.2% | $4,764-68.4% |
| Participant deferral / active EE | $1,709 | $8,032-78.7% | $7,297-76.6% | $5,851-70.8% |
| Admin fee / account holder | $4,982 | $13,123-62.0% | $10,843-54.1% | $11,599-57.0% |