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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 | $181,791 | $174,379+4.3% | $152,093+19.5% | $138,895+30.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.62% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,853 | $4,652-60.2% | $4,175-55.6% | $4,194-55.8% |
| Participant deferral / active EE | $1,134 | $6,159-81.6% | $5,451-79.2% | $6,396-82.3% |
| Admin fee / account holder | $3,490 | $16,880-79.3% | $14,497-75.9% | $12,562-72.2% |