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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 | $153,505 | $176,120-12.8% | $159,487-3.8% | $167,553-8.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.70% | 331.95%-319.2pp | 263.71%-251.0pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,653 | $5,299-68.8% | $4,831-65.8% | $4,840-65.8% |
| Participant deferral / active EE | $707 | $7,752-90.9% | $7,354-90.4% | $6,343-88.9% |
| Admin fee / account holder | $1,388 | $12,561-88.9% | $10,804-87.2% | $12,316-88.7% |