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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 | $45,773 | $209,422-78.1% | $178,503-74.4% | $158,982-71.2% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 48.08% | 188.81%-140.7pp | 151.12%-103.0pp | 302.99%-254.9pp |
| Employer contribution / active EE | $1,797 | $5,707-68.5% | $5,011-64.1% | $4,763-62.3% |
| Participant deferral / active EE | $1,934 | $5,955-67.5% | $5,202-62.8% | $5,983-67.7% |
| Admin fee / account holder | $482 | $17,079-97.2% | $13,987-96.6% | $11,252-95.7% |