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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 | $202,342-80.2% | $172,753-76.9% | $152,909-73.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 17.84% | 1029.88%-1012.0pp | 803.00%-785.2pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,475 | $5,948-75.2% | $5,198-71.6% | $5,851-74.8% |
| Admin fee / account holder | $648 | $17,112-96.2% | $13,956-95.4% | $11,601-94.4% |