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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 | $18,130 | $202,463-91.0% | $169,397-89.3% | $139,487-87.0% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.2%-7.2pp | 80.3%-10.3pp |
| Annual return | 15.50% | 532.64%-517.1pp | 406.23%-390.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $736 | $4,694-84.3% | $4,013-81.7% | $4,755-84.5% |
| Participant deferral / active EE | $620 | $6,941-91.1% | $6,223-90.0% | $6,713-90.8% |
| Admin fee / account holder | $819 | $10,726-92.4% | $9,017-90.9% | $11,407-92.8% |