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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 | $224,423 | $184,014+22.0% | $161,149+39.3% | $138,895+61.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 11.51% | 21.52%-10.0pp | 21.16%-9.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,566 | $5,055-69.0% | $4,360-64.1% | $4,194-62.7% |
| Participant deferral / active EE | $1,984 | $6,909-71.3% | $6,153-67.8% | $6,396-69.0% |
| Admin fee / account holder | $119,144 | $18,027+560.9% | $15,194+684.1% | $12,562+848.4% |