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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 | $98,540 | $165,399-40.4% | $149,745-34.2% | $158,982-38.0% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 13.08% | 348.34%-335.3pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,620 | $5,105-48.7% | $4,646-43.6% | $4,763-45.0% |
| Participant deferral / active EE | $220 | $7,183-96.9% | $6,843-96.8% | $5,983-96.3% |
| Admin fee / account holder | $380 | $10,811-96.5% | $9,312-95.9% | $11,252-96.6% |