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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 | $216,316 | $102,422+111.2% | $147,117+47.0% | $80,959+167.2% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.7%+23.7pp |
| Annual return | 36.20% | 135.16%-99.0pp | 420.54%-384.3pp | 35.67%+0.5pp |
| Employer contribution / active EE | $903 | $3,717-75.7% | $4,932-81.7% | $2,757-67.3% |
| Participant deferral / active EE | $1,071 | $6,652-83.9% | $8,065-86.7% | $4,300-75.1% |
| Admin fee / account holder | $2,347 | $7,953-70.5% | $12,993-81.9% | $6,925-66.1% |