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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 | $52,116 | $100,868-48.3% | $90,414-42.4% | $158,931-67.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 9.42% | 1724.58%-1715.2pp | 1293.19%-1283.8pp | 302.86%-293.4pp |
| Employer contribution / active EE | $2,909 | $3,689-21.2% | $3,262-10.8% | $4,761-38.9% |
| Participant deferral / active EE | $226 | $4,348-94.8% | $3,963-94.3% | $5,982-96.2% |
| Admin fee / account holder | $491 | $6,502-92.5% | $5,611-91.3% | $11,247-95.6% |