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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 | $66,253 | $99,011-33.1% | $86,582-23.5% | $147,586-55.1% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 12.08% | 1312.75%-1300.7pp | 965.08%-953.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $3,333 | $3,132+6.4% | $2,839+17.4% | $4,876-31.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,893 | $5,709-66.8% | $4,904-61.4% | $10,886-82.6% |