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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 | $174,494 | $166,131+5.0% | $164,975+5.8% | $145,877+19.6% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 28.33% | 100.37%-72.0pp | 70.12%-41.8pp | 551.28%-523.0pp |
| Employer contribution / active EE | $7,143 | $5,276+35.4% | $4,343+64.5% | $4,663+53.2% |
| Participant deferral / active EE | $1,615 | $6,962-76.8% | $6,033-73.2% | $6,691-75.9% |
| Admin fee / account holder | $15,643 | $16,648-6.0% | $12,688+23.3% | $13,402+16.7% |