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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 | $238,762 | $223,823+6.7% | $211,142+13.1% | $154,746+54.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.16% | 50.39%-35.2pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,957 | $6,787-56.4% | $6,442-54.1% | $4,379-32.5% |
| Participant deferral / active EE | $1,869 | $9,750-80.8% | $9,284-79.9% | $6,730-72.2% |
| Admin fee / account holder | $7,926 | $19,707-59.8% | $19,076-58.5% | $14,365-44.8% |