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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 | $33,601 | $183,988-81.7% | $162,177-79.3% | $152,897-78.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 21.99% | 150.79%-128.8pp | 115.60%-93.6pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,469 | $6,370-76.9% | $5,613-73.8% | $4,764-69.2% |
| Participant deferral / active EE | $2,659 | $8,032-66.9% | $7,297-63.6% | $5,851-54.6% |
| Admin fee / account holder | $9,262 | $13,123-29.4% | $10,843-14.6% | $11,599-20.2% |