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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 | $209,082 | $86,949+140.5% | $102,460+104.1% | $80,959+158.3% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+18.9pp | 67.7%+27.8pp |
| Annual return | 14.31% | 18.89%-4.6pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $12,230 | $2,370+416.1% | $3,025+304.3% | $2,757+343.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,465 | $8,048-19.7% | $9,460-31.7% | $6,925-6.7% |