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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 | $58,921 | $202,342-70.9% | $172,753-65.9% | $152,909-61.5% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 16.41% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $1,468 | $5,857-74.9% | $5,144-71.5% | $4,764-69.2% |
| Participant deferral / active EE | $1,018 | $5,948-82.9% | $5,198-80.4% | $5,851-82.6% |
| Admin fee / account holder | $974 | $17,112-94.3% | $13,956-93.0% | $11,601-91.6% |