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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 | $209,338 | $196,972+6.3% | $182,262+14.9% | $198,609+5.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.25% | 158.27%-145.0pp | 140.60%-127.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $1,738 | $5,364-67.6% | $5,046-65.6% | $5,055-65.6% |
| Participant deferral / active EE | $2,173 | $8,643-74.9% | $8,276-73.8% | $6,977-68.9% |
| Admin fee / account holder | $2,798 | $18,429-84.8% | $16,712-83.3% | $19,030-85.3% |