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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 | $76,461 | $176,120-56.6% | $159,487-52.1% | $167,553-54.4% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.69% | 331.95%-317.3pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $1,674 | $5,299-68.4% | $4,831-65.4% | $4,840-65.4% |
| Participant deferral / active EE | $1,981 | $7,752-74.4% | $7,354-73.1% | $6,343-68.8% |
| Admin fee / account holder | $1,648 | $12,561-86.9% | $10,804-84.7% | $12,316-86.6% |