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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 | $43,781 | $202,345-78.4% | $172,755-74.7% | $152,885-71.4% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.9pp |
| Annual return | 23.61% | 1029.77%-1006.2pp | 802.94%-779.3pp | 345.39%-321.8pp |
| Employer contribution / active EE | $2,620 | $5,858-55.3% | $5,144-49.1% | $4,763-45.0% |
| Participant deferral / active EE | $1,727 | $5,948-71.0% | $5,198-66.8% | $5,851-70.5% |
| Admin fee / account holder | $2,451 | $17,111-85.7% | $13,955-82.4% | $11,598-78.9% |