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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 | $39,816 | $150,447-73.5% | $136,298-70.8% | $147,586-73.0% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 14.53% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $5,914 | $5,256+12.5% | $4,696+25.9% | $4,876+21.3% |
| Participant deferral / active EE | $1,953 | $6,631-70.6% | $6,247-68.7% | $5,439-64.1% |
| Admin fee / account holder | $1,183 | $10,906-89.2% | $9,244-87.2% | $10,886-89.1% |