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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 | $192,107 | $165,361+16.2% | $149,715+28.3% | $158,950+20.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.52% | 348.24%-336.7pp | 276.66%-265.1pp | 302.91%-291.4pp |
| Employer contribution / active EE | $3,023 | $5,103-40.8% | $4,645-34.9% | $4,762-36.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,339 | $10,808-87.6% | $9,310-85.6% | $11,248-88.1% |