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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 | $184,192 | $115,931+58.9% | $185,441-0.7% | $86,983+111.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 13.84% | 21.47%-7.6pp | 20.16%-6.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $8,629 | $2,937+193.8% | $4,672+84.7% | $2,584+233.9% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $20,652 | $10,687+93.2% | $17,890+15.4% | $7,856+162.9% |