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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 | $137,598 | $176,105-21.9% | $159,474-13.7% | $167,536-17.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.56% | 331.91%-317.4pp | 263.68%-249.1pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,036 | $5,299-80.4% | $4,831-78.6% | $4,839-78.6% |
| Participant deferral / active EE | $2,087 | $7,751-73.1% | $7,353-71.6% | $6,342-67.1% |
| Admin fee / account holder | $576 | $12,559-95.4% | $10,802-94.7% | $12,315-95.3% |