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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 | $56,715 | $171,867-67.0% | $149,721-62.1% | $147,586-61.6% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 14.47% | 2113.36%-2098.9pp | 1501.67%-1487.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,793 | $6,275-71.4% | $5,444-67.1% | $4,876-63.2% |
| Participant deferral / active EE | $2,488 | $7,270-65.8% | $6,568-62.1% | $5,439-54.2% |
| Admin fee / account holder | $751 | $13,799-94.6% | $11,282-93.3% | $10,886-93.1% |