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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 | $185,149 | $160,070+15.7% | $147,117+25.9% | $145,897+26.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 20.57% | 98.69%-78.1pp | 420.54%-400.0pp | 552.29%-531.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,411 | $8,419-83.2% | $8,065-82.5% | $6,689-78.9% |
| Admin fee / account holder | $1,822 | $15,035-87.9% | $12,993-86.0% | $13,390-86.4% |