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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 | $71,457 | $118,708-39.8% | $98,920-27.8% | $158,982-55.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 6.79% | 372.49%-365.7pp | 196.47%-189.7pp | 302.99%-296.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $200 | $5,089-96.1% | $4,245-95.3% | $5,983-96.7% |
| Admin fee / account holder | $1,968 | $10,134-80.6% | $6,643-70.4% | $11,252-82.5% |