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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 | $50,062 | $217,427-77.0% | $185,837-73.1% | $167,518-70.1% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 24.92% | 148.39%-123.5pp | 122.08%-97.2pp | 478.71%-453.8pp |
| Employer contribution / active EE | $1,944 | $5,874-66.9% | $5,168-62.4% | $4,838-59.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,432 | $19,816-72.6% | $16,241-66.6% | $12,312-55.9% |