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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 | $157,067 | $129,737+21.1% | $119,126+31.8% | $154,746+1.5% |
| Participation rate | 94.4% | 78.9%+15.6pp | 75.8%+18.7pp | 80.7%+13.7pp |
| Annual return | 12.19% | 379.08%-366.9pp | 282.11%-269.9pp | 172.34%-160.1pp |
| Employer contribution / active EE | $13,889 | $4,375+217.5% | $4,034+244.3% | $4,379+217.2% |
| Participant deferral / active EE | $1,693 | $5,842-71.0% | $5,318-68.2% | $6,730-74.9% |
| Admin fee / account holder | $20,037 | $11,961+67.5% | $10,693+87.4% | $14,365+39.5% |