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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 | $127,016 | $160,040-20.6% | $147,096-13.7% | $145,877-12.9% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 19.81% | 98.49%-78.7pp | 419.75%-399.9pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,394 | $5,289-73.6% | $4,936-71.7% | $4,663-70.1% |
| Participant deferral / active EE | $2,386 | $8,429-71.7% | $8,071-70.4% | $6,691-64.3% |
| Admin fee / account holder | $522 | $15,050-96.5% | $13,005-96.0% | $13,402-96.1% |