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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 | $36,696 | $202,342-81.9% | $172,753-78.8% | $152,909-76.0% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 13.85% | 1029.88%-1016.0pp | 803.00%-789.2pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,401 | $5,857-76.1% | $5,144-72.8% | $4,764-70.6% |
| Participant deferral / active EE | $1,333 | $5,948-77.6% | $5,198-74.3% | $5,851-77.2% |
| Admin fee / account holder | $16,062 | $17,112-6.1% | $13,956+15.1% | $11,601+38.5% |