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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 | $170,085 | $45,043+277.6% | $63,005+170.0% | $70,124+142.5% |
| Participation rate | 97.9% | 69.5%+28.4pp | 74.8%+23.1pp | 69.5%+28.3pp |
| Annual return | 20.46% | 18.76%+1.7pp | 87.59%-67.1pp | 73.14%-52.7pp |
| Employer contribution / active EE | $7,860 | $2,052+283.0% | $2,760+184.7% | $2,342+235.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,633 | $2,833-7.1% | $3,599-26.9% | $4,645-43.3% |