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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 | $142,390 | $73,988+92.5% | $96,538+47.5% | $75,177+89.4% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 14.15% | 26.73%-12.6pp | 35.74%-21.6pp | 160.75%-146.6pp |
| Employer contribution / active EE | $13,485 | $2,930+360.2% | $3,740+260.5% | $2,671+404.9% |
| Participant deferral / active EE | $124 | $3,660-96.6% | $4,880-97.5% | $4,126-97.0% |
| Admin fee / account holder | $33,377 | $5,220+539.5% | $6,737+395.4% | $5,651+490.6% |