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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 | $106,974+10.5% | $90,796+30.2% | $138,895-14.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.5%+20.5pp | 79.9%+10.1pp |
| Annual return | 17.28% | 20.10%-2.8pp | 19.29%-2.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,250 | $2,609-13.8% | $2,294-1.9% | $4,194-46.4% |
| Participant deferral / active EE | $247 | $4,455-94.5% | $3,822-93.5% | $6,396-96.1% |
| Admin fee / account holder | $2,672 | $8,626-69.0% | $7,024-62.0% | $12,562-78.7% |