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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 | $203,303 | $175,257+16.0% | $149,717+35.8% | $139,456+45.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.03% | 166.70%-151.7pp | 134.41%-119.4pp | 373.45%-358.4pp |
| Employer contribution / active EE | $3,333 | $5,477-39.1% | $4,820-30.8% | $4,753-29.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,827 | $16,156-82.5% | $13,213-78.6% | $11,407-75.2% |