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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 | $116,642 | $160,028-27.1% | $147,080-20.7% | $145,884-20.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.43% | 98.60%-86.2pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,583 | $5,286-70.1% | $4,933-67.9% | $4,662-66.1% |
| Participant deferral / active EE | $2,299 | $8,422-72.7% | $8,066-71.5% | $6,690-65.6% |
| Admin fee / account holder | $10,284 | $15,030-31.6% | $12,989-20.8% | $13,392-23.2% |