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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 | $192,685 | $211,946-9.1% | $169,452+13.7% | $135,380+42.3% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | 20.32% | 3.26%+17.1pp | 1.83%+18.5pp | 519.81%-499.5pp |
| Employer contribution / active EE | $6,250 | $5,117+22.1% | $4,157+50.4% | $4,779+30.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,632 | $11,472-68.3% | $9,110-60.1% | $10,828-66.5% |