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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 | $83,062 | $159,934-48.1% | $147,005-43.5% | $145,959-43.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.24% | 98.24%-82.0pp | 418.76%-402.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $8,058 | $5,287+52.4% | $4,934+63.3% | $4,661+72.9% |
| Participant deferral / active EE | $1,558 | $8,427-81.5% | $8,070-80.7% | $6,689-76.7% |
| Admin fee / account holder | $873 | $15,053-94.2% | $13,006-93.3% | $13,398-93.5% |