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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 | $35,930 | $209,422-82.8% | $178,503-79.9% | $158,982-77.4% |
| Participation rate | 93.8% | 86.4%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 6.42% | 188.81%-182.4pp | 151.12%-144.7pp | 302.99%-296.6pp |
| Employer contribution / active EE | $2,804 | $5,707-50.9% | $5,011-44.0% | $4,763-41.1% |
| Participant deferral / active EE | $472 | $5,955-92.1% | $5,202-90.9% | $5,983-92.1% |
| Admin fee / account holder | $8,539 | $17,079-50.0% | $13,987-39.0% | $11,252-24.1% |