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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 | $248,248 | $86,938+185.5% | $102,423+142.4% | $80,925+206.8% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.42%-16.9pp | 35.65%-23.2pp |
| Employer contribution / active EE | $16,231 | $2,369+585.1% | $3,023+436.9% | $2,756+488.9% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,622 | $8,053+7.1% | $9,455-8.8% | $6,940+24.2% |