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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 | $39,957 | $209,874-81.0% | $189,537-78.9% | $167,536-76.2% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 12.62% | 748.61%-736.0pp | 555.34%-542.7pp | 478.82%-466.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,074 | $8,934-88.0% | $8,220-86.9% | $6,342-83.1% |
| Admin fee / account holder | $7,524 | $14,299-47.4% | $12,048-37.6% | $12,315-38.9% |