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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 | $179,200 | $157,276+13.9% | $141,177+26.9% | $152,885+17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.73% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $863 | $7,110-87.9% | $6,710-87.1% | $5,851-85.2% |
| Admin fee / account holder | $19,017 | $12,123+56.9% | $10,263+85.3% | $11,598+64.0% |