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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 | $35,140 | $176,105-80.0% | $159,474-78.0% | $167,536-79.0% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 11.45% | 331.91%-320.5pp | 263.68%-252.2pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,742 | $5,299-67.1% | $4,831-63.9% | $4,839-64.0% |
| Participant deferral / active EE | $1,989 | $7,751-74.3% | $7,353-73.0% | $6,342-68.6% |
| Admin fee / account holder | $60,992 | $12,559+385.6% | $10,802+464.6% | $12,315+395.3% |