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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 | $117,119 | $209,422-44.1% | $178,503-34.4% | $158,982-26.3% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 7.06% | 188.81%-181.8pp | 151.12%-144.1pp | 302.99%-295.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,570 | $5,955-73.6% | $5,202-69.8% | $5,983-73.8% |
| Admin fee / account holder | $7,328 | $17,079-57.1% | $13,987-47.6% | $11,252-34.9% |