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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 | $71,920 | $160,028-55.1% | $147,080-51.1% | $145,884-50.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 12.66% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,813 | $5,286-8.9% | $4,933-2.4% | $4,662+3.2% |
| Participant deferral / active EE | $1,577 | $8,422-81.3% | $8,066-80.4% | $6,690-76.4% |
| Admin fee / account holder | $934 | $15,030-93.8% | $12,989-92.8% | $13,392-93.0% |