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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 | $132,119 | $91,559+44.3% | $133,978-1.4% | $79,856+65.4% |
| Participation rate | 86.4% | 73.3%+13.0pp | 79.8%+6.5pp | 69.6%+16.7pp |
| Annual return | 15.20% | 61.85%-46.6pp | 45.10%-29.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $15,115 | $2,384+534.1% | $3,919+285.7% | $2,471+511.7% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,695 | $6,321-73.2% | $8,930-81.0% | $5,306-68.1% |