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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 | $170,268 | $176,105-3.3% | $159,474+6.8% | $167,536+1.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.69% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $3,887 | $5,299-26.6% | $4,831-19.5% | $4,839-19.7% |
| Participant deferral / active EE | $2,438 | $7,751-68.6% | $7,353-66.9% | $6,342-61.6% |
| Admin fee / account holder | $3,535 | $12,559-71.9% | $10,802-67.3% | $12,315-71.3% |