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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 | $39,461 | $209,425-81.2% | $178,499-77.9% | $158,966-75.2% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 14.71% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,287 | $5,707-77.4% | $5,011-74.3% | $4,762-73.0% |
| Participant deferral / active EE | $1,287 | $5,955-78.4% | $5,202-75.3% | $5,983-78.5% |
| Admin fee / account holder | $1,168 | $17,078-93.2% | $13,986-91.6% | $11,250-89.6% |