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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 | $129,271 | $183,978-29.7% | $162,171-20.3% | $152,885-15.4% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.5%+6.4pp |
| Annual return | 18.27% | 150.78%-132.5pp | 115.60%-97.3pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,239 | $6,370-64.8% | $5,613-60.1% | $4,763-53.0% |
| Participant deferral / active EE | $2,678 | $8,033-66.7% | $7,297-63.3% | $5,851-54.2% |
| Admin fee / account holder | $362 | $13,122-97.2% | $10,843-96.7% | $11,598-96.9% |