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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 | $129,446 | $180,459-28.3% | $154,108-16.0% | $135,380-4.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.02% | 888.21%-881.2pp | 735.21%-728.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $6,012 | $6,035-0.4% | $5,298+13.5% | $4,779+25.8% |
| Participant deferral / active EE | $1,858 | $5,806-68.0% | $5,081-63.4% | $5,609-66.9% |
| Admin fee / account holder | $687 | $16,145-95.7% | $13,411-94.9% | $10,828-93.7% |