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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 | $154,535 | $165,381-6.6% | $149,730+3.2% | $158,966-2.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.36% | 348.29%-337.9pp | 276.70%-266.3pp | 302.95%-292.6pp |
| Employer contribution / active EE | $6,154 | $5,104+20.6% | $4,645+32.5% | $4,762+29.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,395 | $10,809-40.8% | $9,310-31.3% | $11,250-43.2% |