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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 | $212,394 | $110,307+92.5% | $96,576+119.9% | $139,456+52.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 13.03% | 26.40%-13.4pp | 25.87%-12.8pp | 373.45%-360.4pp |
| Employer contribution / active EE | $6,048 | $3,619+67.1% | $2,965+104.0% | $4,753+27.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,593 | $11,597-86.3% | $8,253-80.7% | $11,407-86.0% |