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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 | $196,746 | $174,379+12.8% | $152,093+29.4% | $138,895+41.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.71% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,168 | $4,652-74.9% | $4,175-72.0% | $4,194-72.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,297 | $16,880-80.5% | $14,497-77.3% | $12,562-73.8% |