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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 | $127,132 | $150,446-15.5% | $136,297-6.7% | $147,585-13.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.99% | 1049.14%-1030.2pp | 5156.19%-5137.2pp | 578.58%-559.6pp |
| Employer contribution / active EE | $1,447 | $5,256-72.5% | $4,696-69.2% | $4,876-70.3% |
| Participant deferral / active EE | $1,895 | $6,631-71.4% | $6,247-69.7% | $5,439-65.2% |
| Admin fee / account holder | $3,114 | $10,906-71.4% | $9,244-66.3% | $10,886-71.4% |