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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 | $208,267 | $223,823-7.0% | $211,142-1.4% | $154,746+34.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.70% | 50.39%-36.7pp | 46.84%-33.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $6,364 | $6,787-6.2% | $6,442-1.2% | $4,379+45.3% |
| Participant deferral / active EE | $3,086 | $9,750-68.4% | $9,284-66.8% | $6,730-54.2% |
| Admin fee / account holder | $17,175 | $19,707-12.9% | $19,076-10.0% | $14,365+19.6% |