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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 | $62,652 | $105,158-40.4% | $94,672-33.8% | $139,487-55.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 17.12% | 38.11%-21.0pp | 156.89%-139.8pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,215 | $4,107-46.1% | $3,673-39.7% | $4,755-53.4% |
| Participant deferral / active EE | $2,215 | $7,599-70.8% | $7,417-70.1% | $6,713-67.0% |
| Admin fee / account holder | $454 | $8,972-94.9% | $7,222-93.7% | $11,407-96.0% |