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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 | $202,342-61.7% | $172,753-55.2% | $152,909-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.97% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.5pp |
| Employer contribution / active EE | $1,811 | $5,857-69.1% | $5,144-64.8% | $4,764-62.0% |
| Participant deferral / active EE | $1,358 | $5,948-77.2% | $5,198-73.9% | $5,851-76.8% |
| Admin fee / account holder | $1,771 | $17,112-89.7% | $13,956-87.3% | $11,601-84.7% |