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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 | $69,979 | $107,353-34.8% | $92,903-24.7% | $152,885-54.2% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 20.56% | 145.62%-125.1pp | 109.43%-88.9pp | 345.39%-324.8pp |
| Employer contribution / active EE | $2,273 | $4,222-46.2% | $3,653-37.8% | $4,763-52.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,417 | $7,081-80.0% | $5,795-75.5% | $11,598-87.8% |