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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 | $81,476+151.3% | $102,383+100.0% | $80,925+153.0% |
| Participation rate | 72.3% | 66.8%+5.5pp | 74.5%-2.2pp | 67.7%+4.7pp |
| Annual return | 32.57% | 25.59%+7.0pp | 24.94%+7.6pp | 35.65%-3.1pp |
| Employer contribution / active EE | $21,449 | $3,105+590.9% | $3,870+454.2% | $2,756+678.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,126 | $6,717-83.2% | $8,391-86.6% | $6,940-83.8% |