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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 | $49,527 | $202,342-75.5% | $172,753-71.3% | $152,909-67.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.29% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,607 | $5,857-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $1,520 | $5,948-74.4% | $5,198-70.7% | $5,851-74.0% |
| Admin fee / account holder | $3,492 | $17,112-79.6% | $13,956-75.0% | $11,601-69.9% |