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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 | $179,481 | $196,972-8.9% | $182,262-1.5% | $198,609-9.6% |
| Participation rate | 70.6% | 85.7%-15.1pp | 84.2%-13.6pp | 82.4%-11.8pp |
| Annual return | 14.99% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,564 | $5,364-52.2% | $5,046-49.2% | $5,055-49.3% |
| Participant deferral / active EE | $3,617 | $8,643-58.1% | $8,276-56.3% | $6,977-48.2% |
| Admin fee / account holder | $973 | $18,429-94.7% | $16,712-94.2% | $19,030-94.9% |