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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 | $199,010 | $67,602+194.4% | $82,312+141.8% | $70,126+183.8% |
| Participation rate | 93.7% | 72.8%+20.9pp | 76.9%+16.8pp | 69.5%+24.1pp |
| Annual return | 16.16% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $11,059 | $1,755+530.1% | $2,428+355.4% | $2,343+372.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,350 | $4,512+40.7% | $5,608+13.2% | $4,645+36.7% |