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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 | $134,957 | $69,977+92.9% | $108,582+24.3% | $62,881+114.6% |
| Participation rate | 95.6% | 72.9%+22.7pp | 79.6%+16.0pp | 69.3%+26.3pp |
| Annual return | 6.16% | 10.73%-4.6pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $7,422 | $2,135+247.6% | $3,758+97.5% | $2,281+225.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,610 | $5,076+10.5% | $7,645-26.6% | $4,296+30.6% |