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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 | $194,600 | $159,978+21.6% | $147,041+32.3% | $145,978+33.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.58% | 98.36%-77.8pp | 419.21%-398.6pp | 550.52%-529.9pp |
| Employer contribution / active EE | $2,682 | $5,288-49.3% | $4,935-45.7% | $4,662-42.5% |
| Participant deferral / active EE | $1,925 | $8,429-77.2% | $8,071-76.1% | $6,690-71.2% |
| Admin fee / account holder | $479 | $15,053-96.8% | $13,006-96.3% | $13,400-96.4% |