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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 | $159,006 | $89,370+77.9% | $141,197+12.6% | $72,976+117.9% |
| Participation rate | 92.5% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 24.68% | 111.88%-87.2pp | 71.41%-46.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $10,778 | $3,115+246.0% | $4,736+127.6% | $2,440+341.7% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,037 | $5,957-49.0% | $10,265-70.4% | $5,124-40.7% |