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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 | $148,940 | $176,105-15.4% | $159,474-6.6% | $167,536-11.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.28% | 331.91%-310.6pp | 263.68%-242.4pp | 478.82%-457.5pp |
| Employer contribution / active EE | $5,631 | $5,299+6.3% | $4,831+16.6% | $4,839+16.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,215 | $12,559-82.4% | $10,802-79.5% | $12,315-82.0% |