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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 | $148,921 | $147,556+0.9% | $129,031+15.4% | $198,609-25.0% |
| Participation rate | 92.3% | 77.2%+15.1pp | 73.4%+19.0pp | 82.4%+9.9pp |
| Annual return | 8.45% | 37.41%-29.0pp | 34.67%-26.2pp | 202.70%-194.2pp |
| Employer contribution / active EE | $9,511 | $3,645+161.0% | $3,226+194.8% | $5,055+88.1% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,852 | $15,467-62.2% | $13,208-55.7% | $19,030-69.2% |