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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 | $160,938 | $154,228+4.4% | $145,433+10.7% | $137,256+17.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.83% | 74.59%-61.8pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,800 | $4,804-0.1% | $4,554+5.4% | $4,156+15.5% |
| Participant deferral / active EE | $2,404 | $8,216-70.7% | $7,897-69.6% | $6,407-62.5% |
| Admin fee / account holder | $1,575 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |