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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 | $86,949+185.5% | $102,460+142.3% | $80,959+206.6% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $16,231 | $2,370+584.9% | $3,025+436.5% | $2,757+488.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,622 | $8,048+7.1% | $9,460-8.9% | $6,925+24.5% |