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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 | $30,538 | $160,040-80.9% | $147,096-79.2% | $145,877-79.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.83% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,845 | $5,289-65.1% | $4,936-62.6% | $4,663-60.4% |
| Participant deferral / active EE | $2,157 | $8,429-74.4% | $8,071-73.3% | $6,691-67.8% |
| Admin fee / account holder | $65,054 | $15,050+332.3% | $13,005+400.2% | $13,402+385.4% |