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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 | $116,926 | $159,978-26.9% | $147,041-20.5% | $145,978-19.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.62% | 98.36%-87.7pp | 419.21%-408.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,750 | $5,288-66.9% | $4,935-64.5% | $4,662-62.5% |
| Participant deferral / active EE | $1,913 | $8,429-77.3% | $8,071-76.3% | $6,690-71.4% |
| Admin fee / account holder | $11,174 | $15,053-25.8% | $13,006-14.1% | $13,400-16.6% |