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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 | $239,090 | $94,031+154.3% | $115,768+106.5% | $82,448+190.0% |
| Participation rate | 94.3% | 70.4%+23.9pp | 74.4%+19.9pp | 68.1%+26.3pp |
| Annual return | 12.71% | 20.61%-7.9pp | 100.46%-87.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $10,445 | $2,323+349.6% | $2,940+255.3% | $2,551+309.5% |
| Participant deferral / active EE | $1,120 | $3,972-71.8% | $4,917-77.2% | $4,139-72.9% |
| Admin fee / account holder | $17,963 | $10,249+75.3% | $12,439+44.4% | $7,234+148.3% |