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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 | $31,735 | $150,447-78.9% | $136,298-76.7% | $147,586-78.5% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 16.38% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,097 | $5,256-79.1% | $4,696-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $1,409 | $6,631-78.7% | $6,247-77.4% | $5,439-74.1% |
| Admin fee / account holder | $492 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |