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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 | $195,231 | $199,109-1.9% | $173,730+12.4% | $154,746+26.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.93% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $13,889 | $5,311+161.5% | $4,577+203.4% | $4,379+217.2% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,519 | $20,916-92.7% | $17,523-91.3% | $14,365-89.4% |