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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 | $82,081 | $202,342-59.4% | $172,752-52.5% | $152,897-46.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.27% | 1029.83%-1010.6pp | 802.97%-783.7pp | 345.43%-326.2pp |
| Employer contribution / active EE | $2,663 | $5,858-54.5% | $5,144-48.2% | $4,764-44.1% |
| Participant deferral / active EE | $1,351 | $5,948-77.3% | $5,198-74.0% | $5,851-76.9% |
| Admin fee / account holder | $1,189 | $17,111-93.0% | $13,955-91.5% | $11,599-89.7% |