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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 | $76,932 | $157,296-51.1% | $141,191-45.5% | $152,897-49.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 522.36% | 64.34%+458.0pp | 71.41%+451.0pp | 345.43%+176.9pp |
| Employer contribution / active EE | $1,486 | $5,262-71.8% | $4,736-68.6% | $4,764-68.8% |
| Participant deferral / active EE | $2,126 | $7,111-70.1% | $6,710-68.3% | $5,851-63.7% |
| Admin fee / account holder | $474 | $12,125-96.1% | $10,264-95.4% | $11,599-95.9% |