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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 | $40,333 | $185,883-78.3% | $170,043-76.3% | $139,466-71.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 12.99% | 60.54%-47.6pp | 53.40%-40.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,785 | $11,626-76.0% | $10,410-73.2% | $6,712-58.5% |
| Admin fee / account holder | $2,174 | $15,393-85.9% | $12,824-83.0% | $11,409-80.9% |