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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 | $201,448 | $112,729+78.7% | $98,716+104.1% | $137,256+46.8% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 20.71% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,844 | $2,725+77.8% | $2,279+112.6% | $4,156+16.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,654 | $10,129-44.2% | $8,703-35.0% | $12,270-53.9% |