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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 | $112,076 | $202,342-44.6% | $172,752-35.1% | $152,897-26.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.12% | 1029.83%-1008.7pp | 802.97%-781.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $6,357 | $5,858+8.5% | $5,144+23.6% | $4,764+33.4% |
| Participant deferral / active EE | $1,726 | $5,948-71.0% | $5,198-66.8% | $5,851-70.5% |
| Admin fee / account holder | $4,223 | $17,111-75.3% | $13,955-69.7% | $11,599-63.6% |