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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 | $132,897 | $217,432-38.9% | $185,851-28.5% | $167,553-20.7% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 21.21% | 148.43%-127.2pp | 122.11%-100.9pp | 478.89%-457.7pp |
| Employer contribution / active EE | $2,816 | $5,874-52.1% | $5,168-45.5% | $4,840-41.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,152 | $19,820-94.2% | $16,245-92.9% | $12,316-90.6% |