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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 | $179,601 | $180,459-0.5% | $154,108+16.5% | $135,380+32.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -1.91% | 888.21%-890.1pp | 735.21%-737.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $1,281 | $6,035-78.8% | $5,298-75.8% | $4,779-73.2% |
| Participant deferral / active EE | $1,832 | $5,806-68.4% | $5,081-63.9% | $5,609-67.3% |
| Admin fee / account holder | $1,705 | $16,145-89.4% | $13,411-87.3% | $10,828-84.3% |