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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 | $150,850 | $93,345+61.6% | $119,126+26.6% | $87,485+72.4% |
| Participation rate | 87.5% | 68.7%+18.8pp | 75.8%+11.7pp | 68.9%+18.6pp |
| Annual return | 20.78% | 19.08%+1.7pp | 282.11%-261.3pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,442 | $3,172-54.5% | $4,034-64.2% | $2,596-44.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,533 | $8,039+18.6% | $10,693-10.8% | $7,775+22.6% |