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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 | $43,504 | $209,422-79.2% | $178,503-75.6% | $158,982-72.6% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 12.35% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,270 | $5,707-77.8% | $5,011-74.7% | $4,763-73.3% |
| Participant deferral / active EE | $1,709 | $5,955-71.3% | $5,202-67.2% | $5,983-71.4% |
| Admin fee / account holder | $863 | $17,079-94.9% | $13,987-93.8% | $11,252-92.3% |