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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 | $41,952 | $209,422-80.0% | $178,503-76.5% | $158,982-73.6% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.94% | 188.81%-176.9pp | 151.12%-139.2pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,821 | $5,707-50.6% | $5,011-43.7% | $4,763-40.8% |
| Participant deferral / active EE | $232 | $5,955-96.1% | $5,202-95.5% | $5,983-96.1% |
| Admin fee / account holder | $643 | $17,079-96.2% | $13,987-95.4% | $11,252-94.3% |