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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 | $73,526 | $209,428-64.9% | $178,498-58.8% | $158,950-53.7% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 9.30% | 188.78%-179.5pp | 151.09%-141.8pp | 302.91%-293.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,938 | $5,955-67.5% | $5,202-62.7% | $5,983-67.6% |
| Admin fee / account holder | $4,841 | $17,077-71.7% | $13,985-65.4% | $11,248-57.0% |