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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 | $160,604 | $152,619+5.2% | $125,195+28.3% | $152,909+5.0% |
| Participation rate | 95.5% | 83.3%+12.1pp | 79.8%+15.7pp | 82.5%+13.0pp |
| Annual return | 52.11% | 54.85%-2.7pp | 43.79%+8.3pp | 345.46%-293.4pp |
| Employer contribution / active EE | $3,639 | $4,947-26.4% | $3,866-5.9% | $4,764-23.6% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,150 | $13,437-91.4% | $9,704-88.2% | $11,601-90.1% |