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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 | $231,003 | $136,860+68.8% | $120,344+92.0% | $154,746+49.3% |
| Participation rate | 86.4% | 79.9%+6.5pp | 76.7%+9.7pp | 80.7%+5.7pp |
| Annual return | 17.43% | 21.38%-3.9pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $9,545 | $3,533+170.2% | $3,020+216.1% | $4,379+118.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,768 | $15,393-69.0% | $12,742-62.6% | $14,365-66.8% |