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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 | $40,408 | $198,457-79.6% | $170,435-76.3% | $147,586-72.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 16.38% | 257.30%-240.9pp | 205.94%-189.6pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,768 | $6,183-71.4% | $5,432-67.5% | $4,876-63.7% |
| Participant deferral / active EE | $1,686 | $5,629-70.0% | $4,939-65.9% | $5,439-69.0% |
| Admin fee / account holder | $4,032 | $16,852-76.1% | $13,881-71.0% | $10,886-63.0% |