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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 | $199,558 | $201,372-0.9% | $184,260+8.3% | $145,884+36.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.68% | 29.04%-3.4pp | 28.84%-3.2pp | 551.85%-526.2pp |
| Employer contribution / active EE | $2,774 | $7,024-60.5% | $6,427-56.8% | $4,662-40.5% |
| Participant deferral / active EE | $600 | $9,808-93.9% | $9,133-93.4% | $6,690-91.0% |
| Admin fee / account holder | $2,055 | $16,362-87.4% | $13,898-85.2% | $13,392-84.7% |