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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 | $172,738 | $275,752-37.4% | $256,809-32.7% | $198,609-13.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.15% | 34.81%-17.7pp | 32.73%-15.6pp | 202.70%-185.5pp |
| Employer contribution / active EE | $5,896 | $7,721-23.6% | $7,263-18.8% | $5,055+16.6% |
| Participant deferral / active EE | $2,740 | $10,037-72.7% | $9,520-71.2% | $6,977-60.7% |
| Admin fee / account holder | $3,542 | $25,716-86.2% | $25,146-85.9% | $19,030-81.4% |