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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 | $38,983 | $209,422-81.4% | $178,503-78.2% | $158,982-75.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.21% | 188.81%-181.6pp | 151.12%-143.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $2,736 | $5,707-52.1% | $5,011-45.4% | $4,763-42.6% |
| Participant deferral / active EE | $1,109 | $5,955-81.4% | $5,202-78.7% | $5,983-81.5% |
| Admin fee / account holder | $787 | $17,079-95.4% | $13,987-94.4% | $11,252-93.0% |