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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 | $194,290 | $56,287+245.2% | $80,977+139.9% | $62,881+209.0% |
| Participation rate | 96.0% | 68.9%+27.1pp | 75.8%+20.2pp | 69.3%+26.7pp |
| Annual return | 7.75% | 22.13%-14.4pp | 17.11%-9.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $6,800 | $1,943+250.0% | $3,715+83.1% | $2,281+198.1% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,595 | $3,742+76.3% | $5,517+19.6% | $4,296+53.5% |