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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 | $154,228+31.6% | $145,433+39.6% | $137,256+47.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.42% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,400 | $4,804-50.0% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $2,400 | $8,216-70.8% | $7,897-69.6% | $6,407-62.5% |
| Admin fee / account holder | $2,215 | $14,344-84.6% | $13,129-83.1% | $12,270-81.9% |