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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 | $50,880 | $202,345-74.9% | $172,755-70.5% | $152,885-66.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.54% | 1029.77%-1017.2pp | 802.94%-790.4pp | 345.39%-332.9pp |
| Employer contribution / active EE | $6,756 | $5,858+15.3% | $5,144+31.3% | $4,763+41.8% |
| Participant deferral / active EE | $62 | $5,948-99.0% | $5,198-98.8% | $5,851-98.9% |
| Admin fee / account holder | $5,938 | $17,111-65.3% | $13,955-57.4% | $11,598-48.8% |