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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 | $32,491 | $202,342-83.9% | $172,753-81.2% | $152,909-78.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 18.43% | 1029.88%-1011.4pp | 803.00%-784.6pp | 345.46%-327.0pp |
| Employer contribution / active EE | $6,300 | $5,857+7.6% | $5,144+22.5% | $4,764+32.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $531 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |