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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 | $21,259 | $73,421-71.0% | $66,439-68.0% | $155,188-86.3% |
| Participation rate | 84.2% | 79.7%+4.5pp | 74.5%+9.7pp | 80.8%+3.4pp |
| Annual return | 11.38% | 1382.37%-1371.0pp | 757.66%-746.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,009 | $3,039-33.9% | $2,637-23.8% | $4,248-52.7% |
| Participant deferral / active EE | $707 | $4,680-84.9% | $3,876-81.8% | $6,531-89.2% |
| Admin fee / account holder | $827 | $8,856-90.7% | $6,173-86.6% | $14,480-94.3% |