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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 | $153,554 | $65,364+134.9% | $92,909+65.3% | $72,975+110.4% |
| Participation rate | 73.0% | 68.3%+4.7pp | 76.0%-3.0pp | 69.5%+3.5pp |
| Annual return | 18.83% | 42.11%-23.3pp | 109.44%-90.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $7,142 | $2,594+175.3% | $3,653+95.5% | $2,440+192.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,917 | $4,251-31.4% | $5,795-49.7% | $5,124-43.1% |