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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 | $43,550 | $144,130-69.8% | $117,861-63.0% | $147,586-70.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 10.61% | 531.20%-520.6pp | 335.11%-324.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,421 | $4,897-71.0% | $3,786-62.5% | $4,876-70.9% |
| Participant deferral / active EE | $1,421 | $5,316-73.3% | $4,482-68.3% | $5,439-73.9% |
| Admin fee / account holder | $4,012 | $10,887-63.1% | $8,021-50.0% | $10,886-63.1% |