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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 | $40,161 | $209,422-80.8% | $178,503-77.5% | $158,982-74.7% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 13.35% | 188.81%-175.5pp | 151.12%-137.8pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,438 | $5,707-74.8% | $5,011-71.3% | $4,763-69.8% |
| Participant deferral / active EE | $903 | $5,955-84.8% | $5,202-82.6% | $5,983-84.9% |
| Admin fee / account holder | $1,609 | $17,079-90.6% | $13,987-88.5% | $11,252-85.7% |