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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 | $204,744 | $81,446+151.4% | $103,374+98.1% | $80,874+153.2% |
| Participation rate | 72.3% | 66.9%+5.5pp | 74.5%-2.2pp | 67.6%+4.7pp |
| Annual return | 32.57% | 25.57%+7.0pp | 24.89%+7.7pp | 35.62%-3.1pp |
| Employer contribution / active EE | $21,449 | $3,107+590.3% | $3,869+454.3% | $2,756+678.4% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,126 | $6,715-83.2% | $8,394-86.6% | $6,935-83.8% |