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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 | $136,210 | $144,130-5.5% | $117,861+15.6% | $147,586-7.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 15.37% | 531.20%-515.8pp | 335.11%-319.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,235 | $4,897-74.8% | $3,786-67.4% | $4,876-74.7% |
| Participant deferral / active EE | $1,518 | $5,316-71.5% | $4,482-66.1% | $5,439-72.1% |
| Admin fee / account holder | $1,279 | $10,887-88.3% | $8,021-84.1% | $10,886-88.3% |