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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 | $170,869 | $135,956+25.7% | $123,894+37.9% | $273,972-37.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.96% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,259 | $5,170-37.0% | $4,617-29.4% | $4,869-33.1% |
| Participant deferral / active EE | $342 | $6,343-94.6% | $5,984-94.3% | $5,287-93.5% |
| Admin fee / account holder | $17,953 | $9,817+82.9% | $8,357+114.8% | $10,133+77.2% |