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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 | $35,390 | $176,077-79.9% | $159,455-77.8% | $167,518-78.9% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 10.63% | 331.83%-321.2pp | 263.63%-253.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $6,226 | $5,298+17.5% | $4,830+28.9% | $4,838+28.7% |
| Participant deferral / active EE | $2,207 | $7,751-71.5% | $7,353-70.0% | $6,342-65.2% |
| Admin fee / account holder | $861 | $12,556-93.1% | $10,800-92.0% | $12,312-93.0% |