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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 | $30,893 | $160,070-80.7% | $147,117-79.0% | $145,897-78.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 12.77% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,015 | $5,285-61.9% | $4,932-59.1% | $4,663-56.8% |
| Participant deferral / active EE | $2,276 | $8,419-73.0% | $8,065-71.8% | $6,689-66.0% |
| Admin fee / account holder | $7,052 | $15,035-53.1% | $12,993-45.7% | $13,390-47.3% |