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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 | $50,123 | $209,425-76.1% | $178,499-71.9% | $158,966-68.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.69% | 188.80%-182.1pp | 151.10%-144.4pp | 302.95%-296.3pp |
| Employer contribution / active EE | $1,314 | $5,707-77.0% | $5,011-73.8% | $4,762-72.4% |
| Participant deferral / active EE | $1,306 | $5,955-78.1% | $5,202-74.9% | $5,983-78.2% |
| Admin fee / account holder | $1,896 | $17,078-88.9% | $13,986-86.4% | $11,250-83.1% |