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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 | $81,461 | $209,428-61.1% | $178,498-54.4% | $158,950-48.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 10.59% | 188.78%-178.2pp | 151.09%-140.5pp | 302.91%-292.3pp |
| Employer contribution / active EE | $1,968 | $5,707-65.5% | $5,011-60.7% | $4,762-58.7% |
| Participant deferral / active EE | $1,968 | $5,955-67.0% | $5,202-62.2% | $5,983-67.1% |
| Admin fee / account holder | $32,020 | $17,077+87.5% | $13,985+129.0% | $11,248+184.7% |