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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 | $182,339 | $93,345+95.3% | $119,126+53.1% | $87,485+108.4% |
| Participation rate | 80.6% | 68.7%+11.9pp | 75.8%+4.8pp | 68.9%+11.7pp |
| Annual return | 12.98% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $3,920 | $3,172+23.6% | $4,034-2.8% | $2,596+51.0% |
| Participant deferral / active EE | $1,479 | $4,099-63.9% | $5,318-72.2% | $4,274-65.4% |
| Admin fee / account holder | $14,668 | $8,039+82.5% | $10,693+37.2% | $7,775+88.7% |