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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 | $102,553 | $160,059-35.9% | $140,019-26.8% | $135,379-24.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | 1.93% | 911.44%-909.5pp | 651.15%-649.2pp | 519.79%-517.9pp |
| Employer contribution / active EE | $4,519 | $6,420-29.6% | $5,605-19.4% | $4,779-5.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,552 | $13,328-65.8% | $10,705-57.5% | $10,828-58.0% |