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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 | $202,990 | $155,555+30.5% | $146,866+38.2% | $155,188+30.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.42% | 115.41%-99.0pp | 102.85%-86.4pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,400 | $4,647-48.4% | $4,425-45.8% | $4,248-43.5% |
| Participant deferral / active EE | $2,400 | $8,044-70.2% | $7,759-69.1% | $6,531-63.3% |
| Admin fee / account holder | $2,215 | $14,755-85.0% | $13,620-83.7% | $14,480-84.7% |