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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 | $30,856 | $159,934-80.7% | $147,005-79.0% | $145,959-78.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.06% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,700 | $5,287-67.9% | $4,934-65.6% | $4,661-63.5% |
| Participant deferral / active EE | $2,004 | $8,427-76.2% | $8,070-75.2% | $6,689-70.0% |
| Admin fee / account holder | $616 | $15,053-95.9% | $13,006-95.3% | $13,398-95.4% |