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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 | $156,012 | $209,422-25.5% | $178,503-12.6% | $158,982-1.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 17.47% | 188.81%-171.3pp | 151.12%-133.6pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,505 | $5,707-38.6% | $5,011-30.0% | $4,763-26.4% |
| Participant deferral / active EE | $161 | $5,955-97.3% | $5,202-96.9% | $5,983-97.3% |
| Admin fee / account holder | $5,794 | $17,079-66.1% | $13,987-58.6% | $11,252-48.5% |