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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 | $183,969 | $60,444+204.4% | $68,948+166.8% | $82,448+123.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 12.24% | 15.42%-3.2pp | 28.39%-16.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $16,513 | $3,449+378.8% | $4,165+296.5% | $2,551+547.3% |
| Participant deferral / active EE | $0 | $3,658-100.0% | $6,186-100.0% | $4,139-100.0% |
| Admin fee / account holder | $27,160 | $6,421+323.0% | $7,539+260.3% | $7,234+275.4% |