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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 | $139,071 | $76,551+81.7% | $123,894+12.2% | $62,881+121.2% |
| Participation rate | 95.5% | 73.0%+22.5pp | 81.4%+14.0pp | 69.3%+26.1pp |
| Annual return | 12.62% | 18.68%-6.1pp | 47.52%-34.9pp | 20.14%-7.5pp |
| Employer contribution / active EE | $9,565 | $2,882+231.8% | $4,617+107.2% | $2,281+319.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,142 | $4,826-14.2% | $8,357-50.4% | $4,296-3.6% |