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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 | $197,641 | $175,257+12.8% | $149,717+32.0% | $139,456+41.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 22.55% | 166.70%-144.2pp | 134.41%-111.9pp | 373.45%-350.9pp |
| Employer contribution / active EE | $8,000 | $5,477+46.1% | $4,820+66.0% | $4,753+68.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,081 | $16,156-93.3% | $13,213-91.8% | $11,407-90.5% |