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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 | $32,815 | $176,105-81.4% | $159,474-79.4% | $167,536-80.4% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.05% | 331.91%-319.9pp | 263.68%-251.6pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,535 | $7,751-67.3% | $7,353-65.5% | $6,342-60.0% |
| Admin fee / account holder | $467 | $12,559-96.3% | $10,802-95.7% | $12,315-96.2% |