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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 | $159,934-80.7% | $147,005-79.0% | $145,959-78.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 12.77% | 98.24%-85.5pp | 418.76%-406.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,015 | $5,287-61.9% | $4,934-59.2% | $4,661-56.8% |
| Participant deferral / active EE | $2,276 | $8,427-73.0% | $8,070-71.8% | $6,689-66.0% |
| Admin fee / account holder | $7,052 | $15,053-53.2% | $13,006-45.8% | $13,398-47.4% |