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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 | $49,754 | $160,070-68.9% | $147,117-66.2% | $145,897-65.9% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.9pp | 80.3%-7.0pp |
| Annual return | 11.24% | 98.69%-87.4pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,078 | $5,285-60.7% | $4,932-57.9% | $4,663-55.4% |
| Participant deferral / active EE | $2,435 | $8,419-71.1% | $8,065-69.8% | $6,689-63.6% |
| Admin fee / account holder | $1,232 | $15,035-91.8% | $12,993-90.5% | $13,390-90.8% |