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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 | $71,731 | $202,342-64.5% | $172,753-58.5% | $152,909-53.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.21% | 1029.88%-1007.7pp | 803.00%-780.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,400 | $5,857-76.1% | $5,144-72.8% | $4,764-70.6% |
| Participant deferral / active EE | $1,854 | $5,948-68.8% | $5,198-64.3% | $5,851-68.3% |
| Admin fee / account holder | $864 | $17,112-95.0% | $13,956-93.8% | $11,601-92.6% |