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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 | $181,483 | $65,364+177.7% | $92,909+95.3% | $72,975+148.7% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 19.90% | 42.11%-22.2pp | 109.44%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $6,546 | $2,594+152.3% | $3,653+79.2% | $2,440+168.3% |
| Participant deferral / active EE | $28 | $3,128-99.1% | $4,238-99.3% | $3,608-99.2% |
| Admin fee / account holder | $400 | $4,251-90.6% | $5,795-93.1% | $5,124-92.2% |