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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 | $167,844 | $135,905+23.5% | $126,068+33.1% | $198,609-15.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.54% | 14.07%-1.5pp | 15.01%-2.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,763 | $4,245-34.9% | $3,968-30.4% | $5,055-45.3% |
| Participant deferral / active EE | $2,993 | $8,523-64.9% | $8,214-63.6% | $6,977-57.1% |
| Admin fee / account holder | $2,089 | $21,036-90.1% | $18,264-88.6% | $19,030-89.0% |