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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 | $245,841 | $47,848+413.8% | $81,473+201.7% | $70,126+250.6% |
| Participation rate | 97.1% | 58.3%+38.8pp | 68.0%+29.1pp | 69.5%+27.5pp |
| Annual return | 15.69% | 27.25%-11.6pp | 38.78%-23.1pp | 73.15%-57.5pp |
| Employer contribution / active EE | $5,735 | $1,527+275.6% | $2,568+123.3% | $2,343+144.8% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,585 | $3,145+45.8% | $4,561+0.5% | $4,645-1.3% |