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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 | $202,837 | $209,422-3.1% | $178,503+13.6% | $158,982+27.6% |
| Participation rate | 95.7% | 86.4%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 13.78% | 188.81%-175.0pp | 151.12%-137.3pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,374 | $5,707-58.4% | $5,011-52.6% | $4,763-50.2% |
| Participant deferral / active EE | $1,418 | $5,955-76.2% | $5,202-72.7% | $5,983-76.3% |
| Admin fee / account holder | $565 | $17,079-96.7% | $13,987-96.0% | $11,252-95.0% |