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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 | $66,097 | $196,972-66.4% | $182,262-63.7% | $198,609-66.7% |
| Participation rate | 88.2% | 85.7%+2.5pp | 84.2%+4.0pp | 82.4%+5.9pp |
| Annual return | 8.92% | 158.27%-149.4pp | 140.60%-131.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $5,883 | $5,364+9.7% | $5,046+16.6% | $5,055+16.4% |
| Participant deferral / active EE | $3,100 | $8,643-64.1% | $8,276-62.5% | $6,977-55.6% |
| Admin fee / account holder | $920 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |