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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 | $160,028-71.0% | $147,080-68.5% | $145,884-68.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 20.94% | 98.60%-77.7pp | 420.17%-399.2pp | 551.85%-530.9pp |
| Employer contribution / active EE | $4,147 | $5,286-21.5% | $4,933-15.9% | $4,662-11.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,380 | $15,030-90.8% | $12,989-89.4% | $13,392-89.7% |