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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 | $30,027 | $160,070-81.2% | $147,117-79.6% | $145,897-79.4% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 20.54% | 98.69%-78.2pp | 420.54%-400.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $1,135 | $5,285-78.5% | $4,932-77.0% | $4,663-75.7% |
| Participant deferral / active EE | $2,203 | $8,419-73.8% | $8,065-72.7% | $6,689-67.1% |
| Admin fee / account holder | $1,640 | $15,035-89.1% | $12,993-87.4% | $13,390-87.8% |