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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 | $217,337 | $212,386+2.3% | $199,883+8.7% | $138,895+56.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.81% | 47.75%-33.9pp | 43.81%-30.0pp | 145.39%-131.6pp |
| Employer contribution / active EE | $7,352 | $6,625+11.0% | $6,261+17.4% | $4,194+75.3% |
| Participant deferral / active EE | $2,967 | $9,617-69.2% | $9,138-67.5% | $6,396-53.6% |
| Admin fee / account holder | $2,909 | $18,233-84.0% | $17,268-83.2% | $12,562-76.8% |