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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 | $207,229 | $105,284+96.8% | $150,734+37.5% | $94,015+120.4% |
| Participation rate | 97.7% | 71.7%+25.9pp | 78.4%+19.2pp | 70.8%+26.9pp |
| Annual return | 15.85% | 15.67%+0.2pp | 600.81%-585.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $17,778 | $3,599+394.0% | $4,918+261.5% | $2,790+537.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,341 | $9,839-25.4% | $14,905-50.7% | $8,951-18.0% |