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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 | $111,893 | $59,584+87.8% | $86,625+29.2% | $79,389+40.9% |
| Participation rate | 85.0% | 67.7%+17.3pp | 71.6%+13.4pp | 70.7%+14.3pp |
| Annual return | 13.92% | 23.15%-9.2pp | 63.52%-49.6pp | 116.89%-103.0pp |
| Employer contribution / active EE | $4,652 | $1,768+163.1% | $2,496+86.4% | $2,428+91.6% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,700-100.0% | $4,046-100.0% |
| Admin fee / account holder | $26,226 | $604+4240.6% | $5,830+349.8% | $626+4086.6% |