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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 | $177,006 | $175,259+1.0% | $149,723+18.2% | $139,487+26.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 24.53% | 166.82%-142.3pp | 134.50%-110.0pp | 373.84%-349.3pp |
| Employer contribution / active EE | $1,429 | $5,478-73.9% | $4,821-70.4% | $4,755-70.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,420 | $16,158-91.2% | $13,215-89.3% | $11,407-87.6% |