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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 | $177,149 | $168,635+5.0% | $147,617+20.0% | $125,389+41.3% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -3.49% | 77.65%-81.1pp | 61.98%-65.5pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,692 | $6,252-40.9% | $5,564-33.6% | $4,866-24.1% |
| Participant deferral / active EE | $1,775 | $5,507-67.8% | $4,895-63.7% | $5,352-66.8% |
| Admin fee / account holder | $4,808 | $13,580-64.6% | $11,612-58.6% | $9,541-49.6% |