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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 | $62,827 | $209,422-70.0% | $178,503-64.8% | $158,982-60.5% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.75% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $3,841 | $5,707-32.7% | $5,011-23.4% | $4,763-19.4% |
| Participant deferral / active EE | $1,888 | $5,955-68.3% | $5,202-63.7% | $5,983-68.4% |
| Admin fee / account holder | $5,331 | $17,079-68.8% | $13,987-61.9% | $11,252-52.6% |