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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 | $113,112 | $72,273+56.5% | $101,275+11.7% | $79,856+41.6% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.8%+22.5pp | 69.6%+28.6pp |
| Annual return | 11.20% | 22.30%-11.1pp | 46.48%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $27,832 | $2,691+934.2% | $3,660+660.4% | $2,471+1026.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17,242 | $4,401+291.7% | $5,948+189.9% | $5,306+224.9% |