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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 | $34,544 | $160,059-78.4% | $140,019-75.3% | $135,380-74.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1850.60% | 911.48%+939.1pp | 651.17%+1199.4pp | 519.81%+1330.8pp |
| Employer contribution / active EE | $1,999 | $6,420-68.9% | $5,605-64.3% | $4,779-58.2% |
| Participant deferral / active EE | $2,369 | $7,641-69.0% | $6,927-65.8% | $5,609-57.8% |
| Admin fee / account holder | $666 | $13,328-95.0% | $10,705-93.8% | $10,828-93.9% |