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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 | $81,598 | $202,342-59.7% | $172,752-52.8% | $152,897-46.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.67% | 1029.83%-1005.2pp | 802.97%-778.3pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,833 | $5,858-68.7% | $5,144-64.4% | $4,764-61.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,853 | $17,111-89.2% | $13,955-86.7% | $11,599-84.0% |