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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 | $169,713 | $166,242+2.1% | $165,071+2.8% | $145,884+16.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.84% | 100.44%-77.6pp | 70.17%-47.3pp | 551.85%-529.0pp |
| Employer contribution / active EE | $5,556 | $5,283+5.2% | $4,347+27.8% | $4,662+19.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,803 | $16,658-77.2% | $12,695-70.0% | $13,392-71.6% |