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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 | $176,359 | $209,336-15.8% | $197,124-10.5% | $137,256+28.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.83% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $5,216 | $6,591-20.9% | $6,227-16.2% | $4,156+25.5% |
| Participant deferral / active EE | $612 | $9,614-93.6% | $9,135-93.3% | $6,407-90.4% |
| Admin fee / account holder | $13,729 | $17,308-20.7% | $16,298-15.8% | $12,270+11.9% |