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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 | $161,843 | $165,381-2.1% | $149,730+8.1% | $158,966+1.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.64% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $2,769 | $5,104-45.7% | $4,645-40.4% | $4,762-41.9% |
| Participant deferral / active EE | $1,533 | $7,182-78.7% | $6,843-77.6% | $5,983-74.4% |
| Admin fee / account holder | $64,795 | $10,809+499.4% | $9,310+595.9% | $11,250+476.0% |