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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 | $216,725 | $180,028+20.4% | $138,135+56.9% | $158,982+36.3% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.7pp |
| Annual return | 21.70% | 21.68%0pp | 20.51%+1.2pp | 302.99%-281.3pp |
| Employer contribution / active EE | $2,335 | $7,470-68.7% | $5,587-58.2% | $4,763-51.0% |
| Participant deferral / active EE | $500 | $7,717-93.5% | $6,431-92.2% | $5,983-91.6% |
| Admin fee / account holder | $10,704 | $17,912-40.2% | $11,856-9.7% | $11,252-4.9% |