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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 | $92,006 | $198,457-53.6% | $170,435-46.0% | $147,586-37.7% |
| Participation rate | 94.1% | 88.0%+6.1pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 11.09% | 257.30%-246.2pp | 205.94%-194.8pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,394 | $6,183-77.5% | $5,432-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $459 | $5,629-91.9% | $4,939-90.7% | $5,439-91.6% |
| Admin fee / account holder | $15,719 | $16,852-6.7% | $13,881+13.2% | $10,886+44.4% |