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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 | $226,019 | $160,070+41.2% | $147,117+53.6% | $145,897+54.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 10.92% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $18,889 | $5,285+257.4% | $4,932+282.9% | $4,663+305.1% |
| Participant deferral / active EE | $1,996 | $8,419-76.3% | $8,065-75.2% | $6,689-70.2% |
| Admin fee / account holder | $54,572 | $15,035+263.0% | $12,993+320.0% | $13,390+307.5% |