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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 | $53,320 | $202,342-73.6% | $172,752-69.1% | $152,897-65.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 20.20% | 1029.83%-1009.6pp | 802.97%-782.8pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,474 | $5,858-74.8% | $5,144-71.3% | $4,764-69.0% |
| Participant deferral / active EE | $1,772 | $5,948-70.2% | $5,198-65.9% | $5,851-69.7% |
| Admin fee / account holder | $1,261 | $17,111-92.6% | $13,955-91.0% | $11,599-89.1% |