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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 | $225,723 | $201,259+12.2% | $184,200+22.5% | $145,959+54.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.80% | 28.98%-10.2pp | 28.80%-10.0pp | 561.95%-543.1pp |
| Employer contribution / active EE | $2,782 | $7,018-60.4% | $6,424-56.7% | $4,661-40.3% |
| Participant deferral / active EE | $2,967 | $9,806-69.7% | $9,132-67.5% | $6,689-55.6% |
| Admin fee / account holder | $15,140 | $16,372-7.5% | $13,907+8.9% | $13,398+13.0% |