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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 | $204,528 | $174,379+17.3% | $152,093+34.5% | $138,895+47.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.48% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,956 | $4,652-36.5% | $4,175-29.2% | $4,194-29.5% |
| Participant deferral / active EE | $1,325 | $6,159-78.5% | $5,451-75.7% | $6,396-79.3% |
| Admin fee / account holder | $1,181 | $16,880-93.0% | $14,497-91.9% | $12,562-90.6% |