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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 | $179,654 | $180,462-0.4% | $154,111+16.6% | $135,379+32.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -0.32% | 888.17%-888.5pp | 735.18%-735.5pp | 519.79%-520.1pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $155 | $5,806-97.3% | $5,081-96.9% | $5,609-97.2% |
| Admin fee / account holder | $45,851 | $16,145+184.0% | $13,411+241.9% | $10,828+323.5% |