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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 | $59,817 | $175,231-65.9% | $149,696-60.0% | $139,466-57.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.05% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,752 | $5,478-68.0% | $4,821-63.7% | $4,754-63.1% |
| Participant deferral / active EE | $1,407 | $6,521-78.4% | $5,682-75.2% | $6,712-79.0% |
| Admin fee / account holder | $882 | $16,155-94.5% | $13,212-93.3% | $11,409-92.3% |