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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 | $67,194 | $198,457-66.1% | $170,435-60.6% | $147,586-54.5% |
| Participation rate | 95.2% | 88.0%+7.3pp | 83.6%+11.6pp | 82.8%+12.4pp |
| Annual return | 14.14% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $10,227 | $6,183+65.4% | $5,432+88.3% | $4,876+109.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,601 | $16,852-78.6% | $13,881-74.1% | $10,886-66.9% |