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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 | $84,777 | $148,623-43.0% | $135,974-37.7% | $139,466-39.2% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 16.54% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,047 | $8,103-74.7% | $7,760-73.6% | $6,712-69.5% |
| Admin fee / account holder | $424 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |