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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 | $180,255 | $228,395-21.1% | $185,861-3.0% | $158,982+13.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 10.82% | 40.82%-30.0pp | 35.96%-25.1pp | 302.99%-292.2pp |
| Employer contribution / active EE | $627 | $4,968-87.4% | $4,088-84.7% | $4,763-86.8% |
| Participant deferral / active EE | $722 | $6,417-88.7% | $5,634-87.2% | $5,983-87.9% |
| Admin fee / account holder | $17,073 | $11,869+43.8% | $9,503+79.7% | $11,252+51.7% |