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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 | $53,655 | $198,457-73.0% | $170,435-68.5% | $147,586-63.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.19% | 257.30%-242.1pp | 205.94%-190.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $6,190 | $6,183+0.1% | $5,432+14.0% | $4,876+26.9% |
| Participant deferral / active EE | $361 | $5,629-93.6% | $4,939-92.7% | $5,439-93.4% |
| Admin fee / account holder | $1,406 | $16,852-91.7% | $13,881-89.9% | $10,886-87.1% |