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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 | $229,566 | $209,874+9.4% | $189,537+21.1% | $167,536+37.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.19% | 748.61%-736.4pp | 555.34%-543.1pp | 478.82%-466.6pp |
| Employer contribution / active EE | $6,187 | $6,913-10.5% | $6,161+0.4% | $4,839+27.9% |
| Participant deferral / active EE | $3,409 | $8,934-61.8% | $8,220-58.5% | $6,342-46.2% |
| Admin fee / account holder | $7,327 | $14,299-48.8% | $12,048-39.2% | $12,315-40.5% |