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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 | $172,670 | $180,749-4.5% | $160,784+7.4% | $137,256+25.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.27% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $750 | $6,844-89.0% | $6,293-88.1% | $6,407-88.3% |
| Admin fee / account holder | $1,379 | $10,397-86.7% | $9,717-85.8% | $12,270-88.8% |