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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 | $192,210 | $183,592+4.7% | $155,574+23.5% | $145,877+31.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 26.86% | 61.37%-34.5pp | 64.87%-38.0pp | 551.28%-524.4pp |
| Employer contribution / active EE | $4,012 | $5,317-24.5% | $4,676-14.2% | $4,663-14.0% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,007 | $19,316-84.4% | $15,914-81.1% | $13,402-77.6% |