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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 | $132,109 | $160,070-17.5% | $147,117-10.2% | $145,897-9.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.41% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,672 | $5,285-68.4% | $4,932-66.1% | $4,663-64.1% |
| Participant deferral / active EE | $1,032 | $8,419-87.7% | $8,065-87.2% | $6,689-84.6% |
| Admin fee / account holder | $1,188 | $15,035-92.1% | $12,993-90.9% | $13,390-91.1% |