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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 | $208,035 | $184,014+13.1% | $161,149+29.1% | $138,895+49.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 14.71% | 21.52%-6.8pp | 21.16%-6.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $4,375 | $5,055-13.5% | $4,360+0.3% | $4,194+4.3% |
| Participant deferral / active EE | $1,724 | $6,909-75.0% | $6,153-72.0% | $6,396-73.0% |
| Admin fee / account holder | $3,141 | $18,027-82.6% | $15,194-79.3% | $12,562-75.0% |