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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 | $191,537 | $135,956+40.9% | $123,894+54.6% | $273,972-30.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.06% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $7,280 | $5,170+40.8% | $4,617+57.7% | $4,869+49.5% |
| Participant deferral / active EE | $667 | $6,343-89.5% | $5,984-88.9% | $5,287-87.4% |
| Admin fee / account holder | $10,663 | $9,817+8.6% | $8,357+27.6% | $10,133+5.2% |