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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 | $74,077 | $138,114-46.4% | $125,391-40.9% | $134,545-44.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 678.82% | 750.88%-72.1pp | 572.41%+106.4pp | 418.37%+260.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,087 | $7,801-86.1% | $7,448-85.4% | $6,401-83.0% |
| Admin fee / account holder | $1,768 | $11,570-84.7% | $10,009-82.3% | $11,431-84.5% |