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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 | $91,288 | $202,342-54.9% | $172,752-47.2% | $152,897-40.3% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.5%-1.5pp |
| Annual return | 20.43% | 1029.83%-1009.4pp | 802.97%-782.5pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,824 | $5,858-68.9% | $5,144-64.5% | $4,764-61.7% |
| Participant deferral / active EE | $1,818 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $7,556 | $17,111-55.8% | $13,955-45.9% | $11,599-34.9% |