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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 | $163,992 | $157,304+4.3% | $141,197+16.1% | $152,909+7.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.11% | 64.34%-49.2pp | 71.41%-56.3pp | 345.46%-330.4pp |
| Employer contribution / active EE | $9,928 | $5,263+88.7% | $4,736+109.6% | $4,764+108.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,693 | $12,126-77.8% | $10,265-73.8% | $11,601-76.8% |