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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 | $142,975 | $202,342-29.3% | $172,752-17.2% | $152,897-6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.49% | 1029.83%-1017.3pp | 802.97%-790.5pp | 345.43%-332.9pp |
| Employer contribution / active EE | $6,177 | $5,858+5.4% | $5,144+20.1% | $4,764+29.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,845 | $17,111-89.2% | $13,955-86.8% | $11,599-84.1% |