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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 | $27,347 | $97,732-72.0% | $83,831-67.4% | $135,380-79.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 5.34% | 1287.56%-1282.2pp | 850.99%-845.7pp | 519.81%-514.5pp |
| Employer contribution / active EE | $2,929 | $4,222-30.6% | $3,631-19.3% | $4,779-38.7% |
| Participant deferral / active EE | $990 | $4,683-78.9% | $4,082-75.8% | $5,609-82.4% |
| Admin fee / account holder | $520 | $6,675-92.2% | $5,479-90.5% | $10,828-95.2% |