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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 | $53,769 | $209,425-74.3% | $178,499-69.9% | $158,966-66.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.90% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.1pp |
| Employer contribution / active EE | $4,704 | $5,707-17.6% | $5,011-6.1% | $4,762-1.2% |
| Participant deferral / active EE | $513 | $5,955-91.4% | $5,202-90.1% | $5,983-91.4% |
| Admin fee / account holder | $460 | $17,078-97.3% | $13,986-96.7% | $11,250-95.9% |