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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 | $167,938 | $160,040+4.9% | $147,096+14.2% | $145,877+15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $6,532 | $5,289+23.5% | $4,936+32.3% | $4,663+40.1% |
| Participant deferral / active EE | $1,760 | $8,429-79.1% | $8,071-78.2% | $6,691-73.7% |
| Admin fee / account holder | $49,038 | $15,050+225.8% | $13,005+277.1% | $13,402+265.9% |