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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 | $21,817 | $88,778-75.4% | $81,844-73.3% | $145,884-85.0% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 16.01% | 1033.03%-1017.0pp | 778.87%-762.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,112 | $3,087+0.8% | $2,916+6.7% | $4,662-33.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $353 | $8,430-95.8% | $7,355-95.2% | $13,392-97.4% |