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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 | $68,192 | $217,432-68.6% | $185,851-63.3% | $167,553-59.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.66% | 148.43%-133.8pp | 122.11%-107.5pp | 478.89%-464.2pp |
| Employer contribution / active EE | $3,609 | $5,874-38.6% | $5,168-30.2% | $4,840-25.4% |
| Participant deferral / active EE | $1,672 | $6,357-73.7% | $5,569-70.0% | $6,343-73.6% |
| Admin fee / account holder | $3,302 | $19,820-83.3% | $16,245-79.7% | $12,316-73.2% |