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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 | $205,952 | $156,398+31.7% | $147,318+39.8% | $138,895+48.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.28% | 78.75%-62.5pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $7,275 | $4,853+49.9% | $4,593+58.4% | $4,194+73.5% |
| Participant deferral / active EE | $2,343 | $8,237-71.6% | $7,906-70.4% | $6,396-63.4% |
| Admin fee / account holder | $3,133 | $14,976-79.1% | $13,708-77.1% | $12,562-75.1% |