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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 | $198,927 | $239,571-17.0% | $183,328+8.5% | $137,256+44.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 16.27% | 35.69%-19.4pp | 29.67%-13.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $12,254 | $6,148+99.3% | $5,055+142.4% | $4,156+194.8% |
| Participant deferral / active EE | $2,311 | $7,995-71.1% | $6,795-66.0% | $6,407-63.9% |
| Admin fee / account holder | $20,538 | $30,059-31.7% | $21,427-4.2% | $12,270+67.4% |