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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 | $44,754 | $202,345-77.9% | $172,755-74.1% | $152,885-70.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.37% | 1029.77%-1014.4pp | 802.94%-787.6pp | 345.39%-330.0pp |
| Employer contribution / active EE | $2,448 | $5,858-58.2% | $5,144-52.4% | $4,763-48.6% |
| Participant deferral / active EE | $828 | $5,948-86.1% | $5,198-84.1% | $5,851-85.8% |
| Admin fee / account holder | $1,653 | $17,111-90.3% | $13,955-88.2% | $11,598-85.7% |