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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 | $166,243 | $209,405-20.6% | $178,486-6.9% | $158,931+4.6% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 6.70% | 188.77%-182.1pp | 151.08%-144.4pp | 302.86%-296.2pp |
| Employer contribution / active EE | $1,339 | $5,707-76.5% | $5,011-73.3% | $4,761-71.9% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,064 | $17,076-93.8% | $13,985-92.4% | $11,247-90.5% |