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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 | $157,997 | $100,938+56.5% | $90,461+74.7% | $158,982-0.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 10.69% | 1727.20%-1716.5pp | 1294.76%-1284.1pp | 302.99%-292.3pp |
| Employer contribution / active EE | $3,333 | $3,691-9.7% | $3,264+2.1% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,054 | $6,510-53.1% | $5,617-45.6% | $11,252-72.9% |