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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 | $56,343 | $160,070-64.8% | $147,117-61.7% | $145,897-61.4% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 11.43% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,734 | $5,285-67.2% | $4,932-64.8% | $4,663-62.8% |
| Participant deferral / active EE | $1,684 | $8,419-80.0% | $8,065-79.1% | $6,689-74.8% |
| Admin fee / account holder | $1,570 | $15,035-89.6% | $12,993-87.9% | $13,390-88.3% |