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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 | $60,383 | $97,729-38.2% | $83,830-28.0% | $135,379-55.4% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | 10.83% | 1287.52%-1276.7pp | 850.97%-840.1pp | 519.79%-509.0pp |
| Employer contribution / active EE | $1,640 | $4,222-61.2% | $3,631-54.8% | $4,779-65.7% |
| Participant deferral / active EE | $970 | $4,683-79.3% | $4,082-76.2% | $5,609-82.7% |
| Admin fee / account holder | $1,822 | $6,674-72.7% | $5,479-66.7% | $10,828-83.2% |