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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 | $146,297 | $109,359+33.8% | $162,185-9.8% | $72,976+100.5% |
| Participation rate | 94.8% | 84.3%+10.6pp | 87.6%+7.3pp | 69.5%+25.3pp |
| Annual return | 22.84% | 25.46%-2.6pp | 115.61%-92.8pp | 81.02%-58.2pp |
| Employer contribution / active EE | $13,688 | $3,907+250.3% | $5,613+143.9% | $2,440+461.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,144 | $7,972-85.6% | $10,844-89.4% | $5,124-77.7% |