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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 | $202,345-83.9% | $172,755-81.2% | $152,885-78.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 18.43% | 1029.77%-1011.3pp | 802.94%-784.5pp | 345.39%-327.0pp |
| Employer contribution / active EE | $6,300 | $5,858+7.5% | $5,144+22.5% | $4,763+32.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $531 | $17,111-96.9% | $13,955-96.2% | $11,598-95.4% |