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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 | $150,920 | $209,425-27.9% | $178,499-15.5% | $158,966-5.1% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 9.73% | 188.80%-179.1pp | 151.10%-141.4pp | 302.95%-293.2pp |
| Employer contribution / active EE | $15,947 | $5,707+179.4% | $5,011+218.2% | $4,762+234.9% |
| Participant deferral / active EE | $1,857 | $5,955-68.8% | $5,202-64.3% | $5,983-69.0% |
| Admin fee / account holder | $34,064 | $17,078+99.5% | $13,986+143.6% | $11,250+202.8% |