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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 | $60,998 | $209,874-70.9% | $189,537-67.8% | $167,536-63.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.23% | 748.61%-735.4pp | 555.34%-542.1pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,155 | $6,913-68.8% | $6,161-65.0% | $4,839-55.5% |
| Participant deferral / active EE | $2,276 | $8,934-74.5% | $8,220-72.3% | $6,342-64.1% |
| Admin fee / account holder | $2,076 | $14,299-85.5% | $12,048-82.8% | $12,315-83.1% |