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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 | $183,710 | $183,592+0.1% | $155,574+18.1% | $145,877+25.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.04% | 61.37%-41.3pp | 64.87%-44.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,652 | $5,317-50.1% | $4,676-43.3% | $4,663-43.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $931 | $19,316-95.2% | $15,914-94.2% | $13,402-93.1% |