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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 | $77,400 | $202,326-61.7% | $172,745-55.2% | $152,870-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.97% | 1029.72%-1013.8pp | 802.90%-786.9pp | 345.34%-329.4pp |
| Employer contribution / active EE | $1,811 | $5,858-69.1% | $5,144-64.8% | $4,763-62.0% |
| Participant deferral / active EE | $1,358 | $5,948-77.2% | $5,197-73.9% | $5,850-76.8% |
| Admin fee / account holder | $1,771 | $17,110-89.6% | $13,954-87.3% | $11,597-84.7% |