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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 | $175,720 | $175,231+0.3% | $149,696+17.4% | $139,466+26.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 15.88% | 166.77%-150.9pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $5,645 | $5,478+3.1% | $4,821+17.1% | $4,754+18.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,448 | $16,155-84.8% | $13,212-81.5% | $11,409-78.5% |