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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 | $179,345 | $126,519+41.8% | $106,201+68.9% | $145,959+22.9% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 10.38% | 225.10%-214.7pp | 116.26%-105.9pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,228 | $3,726-67.0% | $3,170-61.3% | $4,661-73.6% |
| Participant deferral / active EE | $1,217 | $5,716-78.7% | $5,012-75.7% | $6,689-81.8% |
| Admin fee / account holder | $2,605 | $17,312-85.0% | $11,039-76.4% | $13,398-80.6% |