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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 | $69,439 | $202,342-65.7% | $172,753-59.8% | $152,909-54.6% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 16.99% | 1029.88%-1012.9pp | 803.00%-786.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,830 | $5,857-68.8% | $5,144-64.4% | $4,764-61.6% |
| Participant deferral / active EE | $1,820 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $6,316 | $17,112-63.1% | $13,956-54.7% | $11,601-45.6% |