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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 | $118,172 | $102,245+15.6% | $89,340+32.3% | $137,256-13.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 17.28% | 21.89%-4.6pp | 20.57%-3.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,250 | $2,529-11.0% | $2,231+0.8% | $4,156-45.9% |
| Participant deferral / active EE | $247 | $4,436-94.4% | $3,823-93.6% | $6,407-96.2% |
| Admin fee / account holder | $2,672 | $8,085-67.0% | $6,704-60.1% | $12,270-78.2% |