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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 | $39,678 | $176,077-77.5% | $159,455-75.1% | $167,518-76.3% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 12.25% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $2,383 | $5,298-55.0% | $4,830-50.7% | $4,838-50.7% |
| Participant deferral / active EE | $256 | $7,751-96.7% | $7,353-96.5% | $6,342-96.0% |
| Admin fee / account holder | $9,176 | $12,556-26.9% | $10,800-15.0% | $12,312-25.5% |