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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 | $75,786 | $202,342-62.5% | $172,752-56.1% | $152,897-50.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 23.40% | 1029.83%-1006.4pp | 802.97%-779.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,822 | $5,858-68.9% | $5,144-64.6% | $4,764-61.8% |
| Participant deferral / active EE | $2,016 | $5,948-66.1% | $5,198-61.2% | $5,851-65.5% |
| Admin fee / account holder | $616 | $17,111-96.4% | $13,955-95.6% | $11,599-94.7% |