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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 | $85,735 | $202,342-57.6% | $172,752-50.4% | $152,897-43.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.56% | 1029.83%-1006.3pp | 802.97%-779.4pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,826 | $5,858-68.8% | $5,144-64.5% | $4,764-61.7% |
| Participant deferral / active EE | $1,826 | $5,948-69.3% | $5,198-64.9% | $5,851-68.8% |
| Admin fee / account holder | $1,188 | $17,111-93.1% | $13,955-91.5% | $11,599-89.8% |