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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 | $31,689 | $202,342-84.3% | $172,752-81.7% | $152,897-79.3% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.5%+3.9pp |
| Annual return | 16.05% | 1029.83%-1013.8pp | 802.97%-786.9pp | 345.43%-329.4pp |
| Employer contribution / active EE | $1,537 | $5,858-73.8% | $5,144-70.1% | $4,764-67.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,429 | $17,111-91.6% | $13,955-89.8% | $11,599-87.7% |