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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 | $75,198 | $183,988-59.1% | $162,177-53.6% | $152,897-50.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 24.02% | 150.79%-126.8pp | 115.60%-91.6pp | 345.43%-321.4pp |
| Employer contribution / active EE | $3,488 | $6,370-45.2% | $5,613-37.9% | $4,764-26.8% |
| Participant deferral / active EE | $1,079 | $8,032-86.6% | $7,297-85.2% | $5,851-81.6% |
| Admin fee / account holder | $1,749 | $13,123-86.7% | $10,843-83.9% | $11,599-84.9% |