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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 | $46,377 | $159,934-71.0% | $147,005-68.5% | $145,959-68.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 20.94% | 98.24%-77.3pp | 418.76%-397.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $4,147 | $5,287-21.6% | $4,934-16.0% | $4,661-11.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,380 | $15,053-90.8% | $13,006-89.4% | $13,398-89.7% |