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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 | $25,706 | $166,131-84.5% | $164,975-84.4% | $145,877-82.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 15.35% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-535.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,989 | $6,962-71.4% | $6,033-67.0% | $6,691-70.3% |
| Admin fee / account holder | $439 | $16,648-97.4% | $12,688-96.5% | $13,402-96.7% |