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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 | $40,050 | $150,446-73.4% | $136,297-70.6% | $147,585-72.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 16.00% | 1049.14%-1033.1pp | 5156.19%-5140.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,706 | $5,256-67.5% | $4,696-63.7% | $4,876-65.0% |
| Participant deferral / active EE | $1,715 | $6,631-74.1% | $6,247-72.6% | $5,439-68.5% |
| Admin fee / account holder | $4,119 | $10,906-62.2% | $9,244-55.4% | $10,886-62.2% |