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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 | $191,673 | $140,592+36.3% | $123,105+55.7% | $125,389+52.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 14.25% | 16.80%-2.5pp | 13.22%+1.0pp | 282.24%-268.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,036 | $6,980-70.8% | $6,229-67.3% | $5,352-62.0% |
| Admin fee / account holder | $1,936 | $11,198-82.7% | $9,014-78.5% | $9,541-79.7% |