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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 | $44,593 | $180,749-75.3% | $160,784-72.3% | $137,256-67.5% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.0%+15.4pp | 80.0%+12.3pp |
| Annual return | 16.60% | 2234.46%-2217.9pp | 1803.92%-1787.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $6,090 | $4,155+46.6% | $3,733+63.1% | $4,156+46.5% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,407 | $10,397-67.2% | $9,717-64.9% | $12,270-72.2% |