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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 | $207,217 | $48,078+331.0% | $78,676+163.4% | $62,881+229.5% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.4pp | 69.3%+27.7pp |
| Annual return | 6.80% | 31.36%-24.6pp | 62.19%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $9,943 | $2,015+393.6% | $2,850+248.9% | $2,281+335.9% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,167 | $3,206+341.9% | $4,510+214.1% | $4,296+229.8% |