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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 | $167,415+38.0% | $140,514+64.4% | $198,609+16.3% |
| Participation rate | 86.4% | 80.9%+5.5pp | 77.8%+8.6pp | 82.4%+4.0pp |
| Annual return | 17.43% | 13.85%+3.6pp | 14.36%+3.1pp | 202.70%-185.3pp |
| Employer contribution / active EE | $9,545 | $4,088+133.5% | $3,378+182.5% | $5,055+88.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,768 | $16,730-71.5% | $13,697-65.2% | $19,030-74.9% |