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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 | $212,982 | $162,136+31.4% | $152,301+39.8% | $154,746+37.6% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 14.02% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $6,608 | $4,890+35.1% | $4,624+42.9% | $4,379+50.9% |
| Participant deferral / active EE | $1,055 | $8,341-87.3% | $8,004-86.8% | $6,730-84.3% |
| Admin fee / account holder | $6,835 | $15,759-56.6% | $14,398-52.5% | $14,365-52.4% |