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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 | $36,953 | $196,972-81.2% | $182,262-79.7% | $198,609-81.4% |
| Participation rate | 92.3% | 85.7%+6.6pp | 84.2%+8.1pp | 82.4%+9.9pp |
| Annual return | 17.17% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $8,769 | $5,364+63.5% | $5,046+73.8% | $5,055+73.5% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,608 | $18,429-75.0% | $16,712-72.4% | $19,030-75.8% |