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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 | $179,467 | $106,247+68.9% | $96,515+85.9% | $139,466+28.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 16.72% | 38.47%-21.7pp | 35.73%-19.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $11,111 | $4,106+170.6% | $3,740+197.1% | $4,754+133.7% |
| Participant deferral / active EE | $778 | $5,456-85.7% | $4,880-84.1% | $6,712-88.4% |
| Admin fee / account holder | $757 | $7,885-90.4% | $6,735-88.8% | $11,409-93.4% |