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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 | $97,064 | $217,427-55.4% | $185,837-47.8% | $167,518-42.1% |
| Participation rate | 70.0% | 86.0%-16.0pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 13.11% | 148.39%-135.3pp | 122.08%-109.0pp | 478.71%-465.6pp |
| Employer contribution / active EE | $4,152 | $5,874-29.3% | $5,168-19.7% | $4,838-14.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,666 | $19,816-91.6% | $16,241-89.7% | $12,312-86.5% |