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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 | $39,966 | $202,326-80.2% | $172,745-76.9% | $152,870-73.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 17.84% | 1029.72%-1011.9pp | 802.90%-785.1pp | 345.34%-327.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,475 | $5,948-75.2% | $5,197-71.6% | $5,850-74.8% |
| Admin fee / account holder | $648 | $17,110-96.2% | $13,954-95.4% | $11,597-94.4% |