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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 | $218,304 | $110,212+98.1% | $96,534+126.1% | $139,466+56.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.3pp | 80.3%-7.6pp |
| Annual return | 17.76% | 26.42%-8.7pp | 25.88%-8.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $10,909 | $3,620+201.4% | $2,965+267.9% | $4,754+129.5% |
| Participant deferral / active EE | $545 | $5,547-90.2% | $4,851-88.8% | $6,712-91.9% |
| Admin fee / account holder | $39,256 | $11,599+238.5% | $8,253+375.7% | $11,409+244.1% |