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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 | $169,365 | $165,399+2.4% | $149,745+13.1% | $158,982+6.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.34% | 348.34%-339.0pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,656 | $5,105-67.6% | $4,646-64.4% | $4,763-65.2% |
| Participant deferral / active EE | $2,210 | $7,183-69.2% | $6,843-67.7% | $5,983-63.1% |
| Admin fee / account holder | $9,065 | $10,811-16.2% | $9,312-2.7% | $11,252-19.4% |