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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 | $114,674 | $101,618+12.8% | $93,063+23.2% | $137,256-16.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 17.15% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,265 | $2,707+131.4% | $2,476+153.0% | $4,156+50.7% |
| Participant deferral / active EE | $578 | $4,279-86.5% | $3,958-85.4% | $6,407-91.0% |
| Admin fee / account holder | $2,343 | $6,198-62.2% | $6,033-61.2% | $12,270-80.9% |