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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 | $167,281 | $138,075+21.2% | $123,552+35.4% | $135,379+23.6% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | 8.36% | 153.70%-145.3pp | 119.20%-110.8pp | 519.79%-511.4pp |
| Employer contribution / active EE | $6,169 | $5,152+19.7% | $4,628+33.3% | $4,779+29.1% |
| Participant deferral / active EE | $1,938 | $6,800-71.5% | $6,426-69.8% | $5,609-65.4% |
| Admin fee / account holder | $29,459 | $10,917+169.8% | $9,285+217.3% | $10,828+172.1% |