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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 | $102,639 | $175,257-41.4% | $149,717-31.4% | $139,456-26.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 166.70%-144.4pp | 134.41%-112.1pp | 373.45%-351.2pp |
| Employer contribution / active EE | $1,260 | $5,477-77.0% | $4,820-73.9% | $4,753-73.5% |
| Participant deferral / active EE | $1,260 | $6,521-80.7% | $5,682-77.8% | $6,711-81.2% |
| Admin fee / account holder | $675 | $16,156-95.8% | $13,213-94.9% | $11,407-94.1% |