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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 | $111,756 | $202,342-44.8% | $172,753-35.3% | $152,909-26.9% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 18.63% | 1029.88%-1011.2pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $5,988 | $5,857+2.2% | $5,144+16.4% | $4,764+25.7% |
| Participant deferral / active EE | $498 | $5,948-91.6% | $5,198-90.4% | $5,851-91.5% |
| Admin fee / account holder | $1,883 | $17,112-89.0% | $13,956-86.5% | $11,601-83.8% |