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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 | $159,978-27.1% | $147,041-20.7% | $145,978-20.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.43% | 98.36%-85.9pp | 419.21%-406.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,583 | $5,288-70.1% | $4,935-67.9% | $4,662-66.1% |
| Participant deferral / active EE | $2,299 | $8,429-72.7% | $8,071-71.5% | $6,690-65.6% |
| Admin fee / account holder | $10,284 | $15,053-31.7% | $13,006-20.9% | $13,400-23.3% |