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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 | $192,916 | $123,793+55.8% | $177,848+8.5% | $79,856+141.6% |
| Participation rate | 93.2% | 84.7%+8.6pp | 87.7%+5.5pp | 69.6%+23.6pp |
| Annual return | 25.39% | 22.82%+2.6pp | 48.33%-22.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $15,081 | $4,095+268.3% | $5,919+154.8% | $2,471+510.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,166 | $7,243-83.9% | $12,431-90.6% | $5,306-78.0% |