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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 | $132,613 | $159,934-17.1% | $147,005-9.8% | $145,959-9.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 21.24% | 98.24%-77.0pp | 418.76%-397.5pp | 561.95%-540.7pp |
| Employer contribution / active EE | $1,823 | $5,287-65.5% | $4,934-63.0% | $4,661-60.9% |
| Participant deferral / active EE | $2,475 | $8,427-70.6% | $8,070-69.3% | $6,689-63.0% |
| Admin fee / account holder | $11,971 | $15,053-20.5% | $13,006-8.0% | $13,398-10.7% |