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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 | $50,603 | $88,710-43.0% | $81,783-38.1% | $145,959-65.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.61% | 1027.26%-1006.6pp | 775.05%-754.4pp | 561.95%-541.3pp |
| Employer contribution / active EE | $942 | $3,083-69.4% | $2,913-67.6% | $4,661-79.8% |
| Participant deferral / active EE | $190 | $4,645-95.9% | $4,320-95.6% | $6,689-97.2% |
| Admin fee / account holder | $542 | $8,407-93.6% | $7,380-92.7% | $13,398-96.0% |