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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 | $137,100 | $160,059-14.3% | $140,019-2.1% | $135,380+1.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.54% | 911.48%-906.9pp | 651.17%-646.6pp | 519.81%-515.3pp |
| Employer contribution / active EE | $5,562 | $6,420-13.4% | $5,605-0.8% | $4,779+16.4% |
| Participant deferral / active EE | $1,749 | $7,641-77.1% | $6,927-74.8% | $5,609-68.8% |
| Admin fee / account holder | $12,178 | $13,328-8.6% | $10,705+13.8% | $10,828+12.5% |