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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 | $39,256 | $202,342-80.6% | $172,752-77.3% | $152,897-74.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.72% | 1029.83%-1007.1pp | 802.97%-780.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,806 | $5,858-52.1% | $5,144-45.5% | $4,764-41.1% |
| Participant deferral / active EE | $1,178 | $5,948-80.2% | $5,198-77.3% | $5,851-79.9% |
| Admin fee / account holder | $6,070 | $17,111-64.5% | $13,955-56.5% | $11,599-47.7% |