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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 | $42,735 | $150,447-71.6% | $136,298-68.6% | $147,586-71.0% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 15.05% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,672 | $5,256-68.2% | $4,696-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $1,605 | $6,631-75.8% | $6,247-74.3% | $5,439-70.5% |
| Admin fee / account holder | $667 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |