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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 | $141,229 | $112,729+25.3% | $98,716+43.1% | $137,256+2.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.57% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $930 | $2,725-65.9% | $2,279-59.2% | $4,156-77.6% |
| Participant deferral / active EE | $719 | $4,640-84.5% | $4,048-82.2% | $6,407-88.8% |
| Admin fee / account holder | $10,360 | $10,129+2.3% | $8,703+19.0% | $12,270-15.6% |