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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 | $246,561 | $78,707+213.3% | $117,861+109.2% | $70,126+251.6% |
| Participation rate | 96.8% | 73.2%+23.6pp | 79.7%+17.2pp | 69.5%+27.3pp |
| Annual return | 13.96% | 23.30%-9.3pp | 335.11%-321.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $7,961 | $2,223+258.1% | $3,786+110.3% | $2,343+239.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,966 | $5,066+17.8% | $8,021-25.6% | $4,645+28.4% |