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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 | $90,124 | $202,342-55.5% | $172,753-47.8% | $152,909-41.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 21.01% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,109 | $5,857-46.9% | $5,144-39.6% | $4,764-34.7% |
| Participant deferral / active EE | $1,899 | $5,948-68.1% | $5,198-63.5% | $5,851-67.6% |
| Admin fee / account holder | $554 | $17,112-96.8% | $13,956-96.0% | $11,601-95.2% |