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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 | $26,214 | $150,446-82.6% | $136,297-80.8% | $147,585-82.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.77% | 1049.14%-1035.4pp | 5156.19%-5142.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $1,121 | $5,256-78.7% | $4,696-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $1,177 | $6,631-82.2% | $6,247-81.2% | $5,439-78.4% |
| Admin fee / account holder | $553 | $10,906-94.9% | $9,244-94.0% | $10,886-94.9% |