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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 | $200,901 | $160,028+25.5% | $147,080+36.6% | $145,884+37.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.84% | 98.60%-82.8pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,353 | $8,422-83.9% | $8,066-83.2% | $6,690-79.8% |
| Admin fee / account holder | $8,013 | $15,030-46.7% | $12,989-38.3% | $13,392-40.2% |