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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 | $188,815 | $101,798+85.5% | $165,071+14.4% | $80,935+133.3% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.7%+22.1pp |
| Annual return | 12.47% | 16.73%-4.3pp | 70.17%-57.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $5,057 | $2,954+71.2% | $4,347+16.3% | $2,757+83.4% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,159 | $8,221-25.1% | $12,695-51.5% | $6,924-11.1% |