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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 | $22,877 | $166,268-86.2% | $165,100-86.1% | $145,897-84.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 13.73% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $644 | $6,964-90.8% | $6,035-89.3% | $6,689-90.4% |
| Admin fee / account holder | $5,444 | $16,659-67.3% | $12,696-57.1% | $13,390-59.3% |