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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 | $18,012 | $97,729-81.6% | $83,830-78.5% | $135,379-86.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 0.33% | 1287.52%-1287.2pp | 850.97%-850.6pp | 519.79%-519.5pp |
| Employer contribution / active EE | $3,125 | $4,222-26.0% | $3,631-13.9% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,471 | $6,674+41.9% | $5,479+72.9% | $10,828-12.5% |