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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 | $166,591 | $176,838-5.8% | $146,685+13.6% | $167,518-0.6% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 12.54% | 24.04%-11.5pp | 22.75%-10.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $4,361 | $5,161-15.5% | $4,137+5.4% | $4,838-9.9% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,658 | $13,262-12.1% | $10,281+13.4% | $12,312-5.3% |