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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 | $142,597 | $101,763+40.1% | $164,866-13.5% | $80,874+76.3% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.6%+14.0pp |
| Annual return | 32.71% | 16.73%+16.0pp | 69.97%-37.3pp | 35.62%-2.9pp |
| Employer contribution / active EE | $57,680 | $2,954+1852.4% | $4,343+1228.2% | $2,756+1993.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,554 | $8,228+4.0% | $12,689-32.6% | $6,935+23.3% |