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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 | $50,744 | $150,446-66.3% | $136,297-62.8% | $147,585-65.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.32% | 1049.14%-1028.8pp | 5156.19%-5135.9pp | 578.58%-558.3pp |
| Employer contribution / active EE | $1,334 | $5,256-74.6% | $4,696-71.6% | $4,876-72.6% |
| Participant deferral / active EE | $1,739 | $6,631-73.8% | $6,247-72.2% | $5,439-68.0% |
| Admin fee / account holder | $1,665 | $10,906-84.7% | $9,244-82.0% | $10,886-84.7% |