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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 | $60,780 | $160,059-62.0% | $140,019-56.6% | $135,380-55.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 41.04% | 911.48%-870.4pp | 651.17%-610.1pp | 519.81%-478.8pp |
| Employer contribution / active EE | $1,974 | $6,420-69.2% | $5,605-64.8% | $4,779-58.7% |
| Participant deferral / active EE | $2,399 | $7,641-68.6% | $6,927-65.4% | $5,609-57.2% |
| Admin fee / account holder | $2,829 | $13,328-78.8% | $10,705-73.6% | $10,828-73.9% |