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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 | $54,333 | $226,090-76.0% | $182,531-70.2% | $152,885-64.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 12.81% | 192.57%-179.8pp | 148.57%-135.8pp | 345.39%-332.6pp |
| Employer contribution / active EE | $1,634 | $4,978-67.2% | $4,075-59.9% | $4,763-65.7% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $503 | $10,705-95.3% | $8,593-94.2% | $11,598-95.7% |