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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 | $29,181 | $109,905-73.4% | $98,506-70.4% | $167,553-82.6% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 11.46% | 1960.20%-1948.7pp | 1494.92%-1483.5pp | 478.89%-467.4pp |
| Employer contribution / active EE | $3,012 | $3,226-6.6% | $2,961+1.7% | $4,840-37.8% |
| Participant deferral / active EE | $215 | $4,674-95.4% | $4,277-95.0% | $6,343-96.6% |
| Admin fee / account holder | $316 | $6,760-95.3% | $5,955-94.7% | $12,316-97.4% |